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
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28K 0.2%
11,074
-2,732
102
$1.27K 0.2%
112,361
103
$1.24K 0.19%
9,387
-426
104
$1.24K 0.19%
44,108
-357
105
$1.23K 0.19%
19,885
+4,580
106
$1.22K 0.19%
+30,474
107
$1.22K 0.19%
+47,237
108
$1.19K 0.18%
+13,054
109
$1.18K 0.18%
18,202
+8,499
110
$1.18K 0.18%
+116,667
111
$1.18K 0.18%
4,475
-85
112
$1.18K 0.18%
38,247
-12,185
113
$1.17K 0.18%
22,165
-775
114
$1.13K 0.17%
54,197
-6,300
115
$1.13K 0.17%
16,099
+60
116
$1.12K 0.17%
117,469
+47,010
117
$1.12K 0.17%
9,875
118
$1.11K 0.17%
20,868
-2,975
119
$1.11K 0.17%
28,331
+28
120
$1.11K 0.17%
8,903
-311
121
$1.11K 0.17%
19,517
122
$1.11K 0.17%
9,931
+883
123
$1.07K 0.16%
8,019
-14,003
124
$1.06K 0.16%
9,392
-237
125
$1.05K 0.16%
11,356
-2,540
3 4
5
6 7