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
$1.44B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.36M
3
+$3.65M
4
GS icon
Goldman Sachs
GS
+$2.9M
5
BAC icon
Bank of America
BAC
+$2.71M

Top Sells

1
+$3.53M
2
+$2.47M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$2.07M
5
MRK icon
Merck
MRK
+$2.01M

Sector Composition

1 Technology 12.14%
2 Consumer Discretionary 8.43%
3 Healthcare 8%
4 Communication Services 5.28%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.21M 0.22%
9,025
-561
102
$3.12M 0.22%
12,069
+1,948
103
$3.04M 0.21%
61,248
-7,298
104
$3M 0.21%
21,504
+518
105
$2.98M 0.21%
12,358
+4,109
106
$2.98M 0.21%
16,655
+286
107
$2.89M 0.2%
5,574
-306
108
$2.88M 0.2%
16,793
+4,642
109
$2.86M 0.2%
75,431
+63,678
110
$2.84M 0.2%
16,358
-10,647
111
$2.82M 0.2%
16,927
+471
112
$2.8M 0.19%
24,490
-5,941
113
$2.73M 0.19%
7,767
+585
114
$2.69M 0.19%
5,465
+186
115
$2.68M 0.19%
10,037
+29
116
$2.65M 0.18%
87,672
+36,977
117
$2.6M 0.18%
54,258
+3,700
118
$2.6M 0.18%
100,995
+3,020
119
$2.53M 0.18%
42,766
+2,400
120
$2.51M 0.17%
69,425
-9,160
121
$2.48M 0.17%
9,580
+2,752
122
$2.43M 0.17%
21,072
-511
123
$2.41M 0.17%
9,163
-153
124
$2.39M 0.17%
8,910
+383
125
$2.38M 0.16%
19,447
+232
3 4
5
6 7