BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.47%
This Quarter Est. Return
1 Year Est. Return
+3.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1 +$2.28M
2 +$807K
3 +$754K
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$668K
5
THRM icon
Gentherm
THRM
+$578K

Top Sells

1 +$831K
2 +$813K
3 +$812K
4
AMZN icon
Amazon
AMZN
+$792K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$773K

Sector Composition

1 Technology 8.54%
2 Energy 8.21%
3 Healthcare 7.97%
4 Industrials 7.85%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$0 ﹤0.01%
328
1152
-2,000
1153
$0 ﹤0.01%
91
1154
-210
1155
$0 ﹤0.01%
6
1156
$0 ﹤0.01%
2,890
1157
-1,044
1158
$0 ﹤0.01%
45
-92