BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
This Quarter Return
+6.84%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
–
Cap. Flow
+$407M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
328
New
328
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$24.1M |
| 2 |
Vanguard Value ETF
VTV
|
$22.1M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$16.4M |
| 4 |
ProShares Large Cap Core Plus
CSM
|
$11.8M |
| 5 |
Apple
AAPL
|
$10.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Industrials | 6.57% |
| 3 | Consumer Discretionary | 5.99% |
| 4 | Healthcare | 5.36% |
| 5 | Communication Services | 4.81% |
