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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$993K
3 +$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1 +$1.21M
2 +$1.16M
3 +$969K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$868K
5
NKE icon
Nike
NKE
+$849K

Sector Composition

1 Healthcare 8.21%
2 Energy 8.15%
3 Industrials 7.56%
4 Consumer Discretionary 7.53%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-100
1177
$0 ﹤0.01%
68
1178
-600
1179
-700
1180
$0 ﹤0.01%
2
1181
$0 ﹤0.01%
50
1182
-400
1183
-40
1184
-16
1185
-6