RP

Riverwater Partners Portfolio holdings

AUM $195M
This Quarter Return
-2.21%
1 Year Return
+13.4%
3 Year Return
+54.55%
5 Year Return
10 Year Return
AUM
$195M
AUM Growth
-$10.7M
Cap. Flow
-$1.98M
Cap. Flow %
-1.01%
Top 10 Hldgs %
23.82%
Holding
233
New
21
Increased
87
Reduced
90
Closed
31

Sector Composition

1Financials16.81%
2Technology12.24%
3Healthcare12.02%
4Industrials9.67%
5Consumer Staples8.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-6,531
Closed
-$1.09M
-2,204
Closed
-$240K
-8,810
Closed
-$1.39M
-16,971
Closed
-$405K
-10,956
Closed
-$253K
-12,281
Closed
-$26.9K
-5,815
Closed
-$315K
-2,630
Closed
-$267K