BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
-17.63%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$952M
AUM Growth
+$285M
(+43%)
Cap. Flow
+$413M
Cap. Flow
% of AUM
43.38%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
583
New
183
Increased
241
Reduced
72
Closed
65
Top Buys
| 1 |
Home Depot
HD
|
$17.4M |
| 2 |
Apple
AAPL
|
$15.2M |
| 3 |
American Tower
AMT
|
$14M |
| 4 |
GOOD
Gladstone Commercial Corp
GOOD
|
$13.8M |
| 5 |
Amazon
AMZN
|
$13.1M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.26M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$3.97M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.84M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.34M |
| 5 |
Alta Equipment Group
ALTG
|
$2.02M |
Sector Composition
| 1 | Technology | 10.07% |
| 2 | Healthcare | 7.73% |
| 3 | Consumer Discretionary | 6.43% |
| 4 | Energy | 6.24% |
| 5 | Industrials | 5.35% |
