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RP
Riverwater Partners Portfolio holdings
AUM
$300M
1-Year Est. Return
26.4%
This Fund
S&P 500
1 Year Est. Return
+26.4%
AUM
$300M
AUM Growth
+$41.6M
(+16%)
Holding
239
Top Buys
| 1 | +$2.98M | |
| 2 | +$2.83M | |
| 3 | +$2.82M | |
| 4 |
Methanex
MEOH
|
+$2.37M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.12M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$1.85M | |
| 3 | +$1.78M | |
| 4 |
Western Alliance Bancorporation
WAL
|
+$1.63M |
| 5 |
Amdocs
DOX
|
+$1.59M |
Sector Composition
| 1 | Technology | 15.17% |
| 2 | Industrials | 11.11% |
| 3 | Financials | 11.11% |
| 4 | Healthcare | 9.73% |
| 5 | Consumer Staples | 5.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares National Muni Bond ETF
MUB
$45.3B
| – | – |
-4,242
|
|
||
227
Oracle
ORCL
$530B
| – | – |
-2,809
|
|
||
|
PCRB
228
DELISTED
Putnam ESG Core Bond ETF
PCRB
| – | – |
-57,473
|
|
||
229
Perdoceo Education
PRDO
$2.13B
| – | – |
-7,393
|
|
||
230
SLB Ltd
SLB
$84B
| – | – |
-8,433
|
|
||
|
SNV
231
DELISTED
Synovus
SNV
| – | – |
-37,010
|
|
||
232
Sony
SONY
$121B
| – | – |
-17,236
|
|
||
233
SS&C Technologies
SSNC
$16.3B
| – | – |
-2,492
|
|
||
|
STKL
234
DELISTED
SunOpta
STKL
| – | – |
-290,123
|
|
||
235
Tennant Co
TNC
$1.48B
| – | – |
-17,613
|
|
||
236
Uranium Energy
UEC
$5.46B
| – | – |
-97,388
|
|
||
|
237
Western Alliance Bancorporation
WAL
$9.14B
| – | – |
-19,398
|
|
||
238
Zebra Technologies
ZBRA
$10.9B
| – | – |
-1,037
|
|
||
|
BOW
239
Bowhead Specialty Holdings
BOW
$897M
| – | – |
-36,496
|
|