BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
+2.6%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$651K
AUM Growth
-$576M
(-100%)
Cap. Flow
-$19.6M
Cap. Flow
% of AUM
-3,010.64%
Top 10 Holdings %
Top 10 Hldgs %
32.66%
Holding
449
New
53
Increased
120
Reduced
182
Closed
55
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.51K |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$2.93K |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$2.32K |
| 4 |
Vanguard Growth ETF
VUG
|
$2.05K |
| 5 |
Alta Equipment Group
ALTG
|
$1.97K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.42M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.45M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.37M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$1.31M |
| 5 |
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% |
