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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.88M 0.22%
16,019
-758
102
$2.83M 0.22%
5,880
-190
103
$2.77M 0.21%
+16,369
104
$2.76M 0.21%
16,456
+2,010
105
$2.74M 0.21%
+193,294
106
$2.64M 0.2%
+10,008
107
$2.64M 0.2%
7,720
-25
108
$2.63M 0.2%
78,585
-3,048
109
$2.54M 0.2%
97,975
+60,155
110
$2.52M 0.19%
+20,986
111
$2.5M 0.19%
11,753
+184
112
$2.42M 0.19%
43,252
+6,789
113
$2.39M 0.18%
56,369
+1,947
114
$2.39M 0.18%
118,574
+35,826
115
$2.39M 0.18%
16,294
+781
116
$2.37M 0.18%
+21,583
117
$2.35M 0.18%
+5,279
118
$2.35M 0.18%
32,155
-6,246
119
$2.34M 0.18%
22,749
+4,829
120
$2.33M 0.18%
107,487
-790
121
$2.33M 0.18%
45,044
+7,800
122
$2.26M 0.17%
50,558
+11,450
123
$2.25M 0.17%
+15,540
124
$2.24M 0.17%
57,754
+26,826
125
$2.21M 0.17%
21,733
+12,742
3 4
5
6 7