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
126
$1.05K 0.16%
17,310
-45
127
$1.04K 0.16%
7,646
+95
128
$1.04K 0.16%
57,448
-5,625
129
$1.04K 0.16%
20,426
+134
130
$1.01K 0.16%
34,878
+2,137
131
$1K 0.15%
+8,768
132
$995 0.15%
22,208
+888
133
$963 0.15%
4,639
+4
134
$960 0.15%
17,760
-1,840
135
$958 0.15%
7,466
136
$950 0.15%
11,337
+11
137
$948 0.15%
12,145
-2,464
138
$944 0.15%
95,302
-12,343
139
$930 0.14%
27,557
+15,000
140
$920 0.14%
13,823
+1,982
141
$913 0.14%
19,291
-2,081
142
$906 0.14%
19,383
+4,073
143
$906 0.14%
21,611
+889
144
$905 0.14%
31,466
145
$893 0.14%
22,900
-20,000
146
$892 0.14%
5,670
-1,670
147
$890 0.14%
+5,117
148
$872 0.13%
2,395
-3,396
149
$849 0.13%
21,850
+10
150
$842 0.13%
5,852
-3,018
4 5
6
7 8