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
176
$1.5M 0.12%
6,828
+1,910
177
$1.49M 0.11%
44,652
+226
178
$1.49M 0.11%
37,993
-1,434
179
$1.46M 0.11%
29,219
-83
180
$1.46M 0.11%
7,589
+4,009
181
$1.45M 0.11%
863
+333
182
$1.43M 0.11%
12,088
+1,478
183
$1.39M 0.11%
31,877
-825
184
$1.38M 0.11%
+5,358
185
$1.38M 0.11%
5,561
+132
186
$1.37M 0.11%
+18,767
187
$1.36M 0.1%
28,240
+298
188
$1.36M 0.1%
23,395
+15,015
189
$1.35M 0.1%
44,255
-1,391
190
$1.35M 0.1%
26,591
+22,084
191
$1.31M 0.1%
32,100
+10,695
192
$1.3M 0.1%
8,370
+65
193
$1.29M 0.1%
3,586
+2,033
194
$1.28M 0.1%
11,001
+369
195
$1.28M 0.1%
+17,995
196
$1.27M 0.1%
19,782
+2,945
197
$1.26M 0.1%
85,145
+2,490
198
$1.26M 0.1%
10,017
+4,472
199
$1.25M 0.1%
6,012
-1,274
200
$1.24M 0.1%
16,316
-5,085
6 7
8
9 10