BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
+8.94%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$1.44B
AUM Growth
+$142M
(+11%)
Cap. Flow
+$49.7M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
26.06%
Holding
710
New
76
Increased
345
Reduced
184
Closed
56
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$5.17M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$4.36M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.65M |
| 4 |
Goldman Sachs
GS
|
$2.9M |
| 5 |
Bank of America
BAC
|
$2.71M |
Top Sells
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$3.53M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.47M |
| 3 |
SPLK
Splunk Inc
SPLK
|
$2.25M |
| 4 |
Verizon
VZ
|
$2.07M |
| 5 |
Merck
MRK
|
$2.01M |
Sector Composition
| 1 | Technology | 12.14% |
| 2 | Consumer Discretionary | 8.43% |
| 3 | Healthcare | 7.98% |
| 4 | Communication Services | 5.28% |
| 5 | Industrials | 5.15% |
