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
126
$2.18M 0.17%
+19,215
127
$2.13M 0.16%
40,288
-107
128
$2.12M 0.16%
216,230
+3,890
129
$2.12M 0.16%
40,366
+15,023
130
$2.09M 0.16%
6,737
-112
131
$2.06M 0.16%
8,527
+7,649
132
$2.05M 0.16%
+10,121
133
$2.05M 0.16%
83,817
-960
134
$2.01M 0.15%
+7,182
135
$2M 0.15%
50,695
-24,175
136
$1.99M 0.15%
20,090
+4,044
137
$1.98M 0.15%
32,430
+1,109
138
$1.95M 0.15%
50,576
+1
139
$1.95M 0.15%
63,200
140
$1.94M 0.15%
76,514
-327
141
$1.92M 0.15%
10,197
-417
142
$1.91M 0.15%
138,174
-666
143
$1.9M 0.15%
51,770
-404
144
$1.89M 0.15%
+22,264
145
$1.89M 0.14%
10,881
+32
146
$1.87M 0.14%
+12,151
147
$1.86M 0.14%
30,470
+290
148
$1.83M 0.14%
+8,249
149
$1.83M 0.14%
23,283
+5,138
150
$1.81M 0.14%
7,691
+168
4 5
6
7 8