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
176
$663 0.1%
5,211
-26
177
$661 0.1%
6,825
-1,130
178
$658 0.1%
4,231
-3,211
179
$654 0.1%
15,500
180
$652 0.1%
5,978
-156
181
$644 0.1%
156,800
+6,320
182
$628 0.1%
4,110
+99
183
$620 0.1%
60,000
184
$616 0.09%
9,324
185
$607 0.09%
21,992
-1,906
186
$603 0.09%
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-489
187
$600 0.09%
7,135
-292
188
$579 0.09%
17,046
+2,430
189
$574 0.09%
4,378
-394
190
$572 0.09%
5,791
+1,628
191
$562 0.09%
18,100
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192
$562 0.09%
11,388
-11,671
193
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194
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6,439
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195
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2,480
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196
$545 0.08%
+150,000
197
$542 0.08%
10,624
+1,386
198
$533 0.08%
+3,247
199
$533 0.08%
4,616
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200
$532 0.08%
53,968
-7,830
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