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
151
$842 0.13%
5,891
-2,293
152
$834 0.13%
6,183
-249
153
$833 0.13%
11,481
-1,292
154
$832 0.13%
73,437
+5,089
155
$826 0.13%
10,562
-3,775
156
$822 0.13%
6,899
-2,315
157
$800 0.12%
56,616
158
$792 0.12%
26,400
-12,570
159
$791 0.12%
54,059
-3,822
160
$790 0.12%
40,680
+80
161
$771 0.12%
19,910
-53
162
$764 0.12%
16,656
163
$757 0.12%
20,583
+14,965
164
$752 0.12%
13,692
-3,855
165
$741 0.11%
4,550
+1,114
166
$736 0.11%
3,739
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167
$733 0.11%
49,055
168
$723 0.11%
934
-4
169
$704 0.11%
11,730
-4,775
170
$701 0.11%
+14,217
171
$690 0.11%
9,496
-1,144
172
$682 0.1%
12,659
-1,256
173
$682 0.1%
69,128
-2,615
174
$675 0.1%
9,640
-1,219
175
$671 0.1%
13,950
+2,755
5 6
7
8 9