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
151
$1.81M 0.14%
5,483
+7
152
$1.81M 0.14%
28,594
+582
153
$1.76M 0.14%
+15,940
154
$1.76M 0.14%
+20,408
155
$1.73M 0.13%
19,840
+869
156
$1.69M 0.13%
34,754
+503
157
$1.69M 0.13%
45,030
+4,358
158
$1.68M 0.13%
106,073
+47,258
159
$1.67M 0.13%
+30,358
160
$1.67M 0.13%
+13,042
161
$1.66M 0.13%
23,582
-9,921
162
$1.66M 0.13%
33,947
+2,563
163
$1.64M 0.13%
32,189
+2,350
164
$1.64M 0.13%
4,338
-96
165
$1.63M 0.13%
5,559
+929
166
$1.63M 0.13%
6,039
+5,096
167
$1.62M 0.12%
16,555
+691
168
$1.62M 0.12%
+8,890
169
$1.59M 0.12%
+20,240
170
$1.58M 0.12%
46,891
+11,628
171
$1.58M 0.12%
+6,580
172
$1.56M 0.12%
24,908
-759
173
$1.53M 0.12%
6,401
+44
174
$1.52M 0.12%
63,408
+25,920
175
$1.51M 0.12%
71,278
+4,604
5 6
7
8 9