RP
Riverwater Partners Portfolio holdings
AUM
$258M
1-Year Est. Return
18.88%
This Fund
S&P 500
1 Year Est. Return
+18.88%
AUM
$241M
AUM Growth
+$28.6M
(+13%)
Holding
230
Top Buys
| 1 | +$2.17M | |
| 2 | +$2.03M | |
| 3 | +$1.97M | |
| 4 |
Belden
BDC
|
+$1.92M |
| 5 |
Worthington Enterprises
WOR
|
+$1.51M |
Top Sells
| 1 | +$3.2M | |
| 2 | +$1.8M | |
| 3 | +$1.49M | |
| 4 |
Haemonetics
HAE
|
+$1.18M |
| 5 |
Lantheus
LNTH
|
+$1.17M |
Sector Composition
| 1 | Technology | 15.59% |
| 2 | Financials | 13.93% |
| 3 | Healthcare | 10.26% |
| 4 | Industrials | 9.98% |
| 5 | Consumer Staples | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
O'Reilly Automotive
ORLY
$76.8B
| – | – |
-3,585
|
|
||
227
J.M. Smucker
SJM
$11.3B
| – | – |
-3,511
|
|
||
|
SKX
228
DELISTED
Skechers
SKX
| – | – |
-3,957
|
|
||
229
US Bancorp
USB
$79.2B
| – | – |
-5,676
|
|
||
230
Vestis
VSTS
$1B
| – | – |
-62,853
|
|