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
1
$30.3K 4.66%
376,132
+10,332
2
$27K 4.15%
165,289
+12,574
3
$20.1K 3.1%
181,598
-13,900
4
$12.3K 1.9%
249,268
-19,136
5
$12.1K 1.85%
127,400
-1,320
6
$11.8K 1.82%
336,086
+12,326
7
$10.8K 1.66%
164,431
+4,412
8
$10.7K 1.65%
99,895
+5,835
9
$10.5K 1.61%
450,782
+23,887
10
$10K 1.54%
74,682
-3,803
11
$9.85K 1.51%
73,127
-518
12
$9.68K 1.49%
95,169
+23
13
$8.62K 1.32%
154,215
+4,400
14
$8.39K 1.29%
265,951
+16,892
15
$7.8K 1.2%
41,769
+6,372
16
$7.49K 1.15%
92,754
+5,171
17
$7.01K 1.08%
23,934
-1,846
18
$6.61K 1.02%
75,680
-4,538
19
$5.91K 0.91%
47,514
-832
20
$5.88K 0.9%
22,110
-3,560
21
$5.81K 0.89%
81,448
+3,290
22
$5.68K 0.87%
74,069
+45,836
23
$5.67K 0.87%
27,275
-98
24
$5.35K 0.82%
18,159
-1,158
25
$5.31K 0.82%
30,611
-190
1
2 3 4 5