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RP

Riverwater Partners Portfolio holdings

AUM $300M
1-Year Est. Return 26.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.03M
3
+$1.97M
4
BDC icon
Belden
BDC
+$1.92M
5
WOR icon
Worthington Enterprises
WOR
+$1.51M

Top Sells

1
+$3.2M
2
+$1.8M
3
+$1.49M
4
HAE icon
Haemonetics
HAE
+$1.18M
5
LNTH icon
Lantheus
LNTH
+$1.17M

Sector Composition

1 Technology 15.59%
2 Financials 13.93%
3 Healthcare 10.26%
4 Industrials 10.16%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.98%
16,527
-374
27
$2.31M 0.96%
+137,314
28
$2.29M 0.95%
50,757
29
$2.13M 0.89%
24,889
+1,137
30
$2.13M 0.88%
60,322
+26,657
31
$2.11M 0.87%
18,050
+5
32
$2.08M 0.86%
21,780
-205
33
$2.07M 0.86%
50,086
+9,347
34
$2.06M 0.85%
24,725
+6,658
35
$2.04M 0.85%
53,597
+3,459
36
$1.94M 0.8%
7,607
+2,203
37
$1.86M 0.77%
22,934
38
$1.84M 0.76%
21,001
-8,174
39
$1.84M 0.76%
9,839
+242
40
$1.83M 0.76%
+15,251
41
$1.78M 0.74%
23,438
42
$1.75M 0.73%
5,126
+1,505
43
$1.73M 0.72%
15,838
+612
44
$1.7M 0.71%
290,123
45
$1.62M 0.67%
12,793
+487
46
$1.61M 0.67%
58,344
47
$1.59M 0.66%
5,316
+196
48
$1.56M 0.65%
17,527
+5,641
49
$1.53M 0.63%
6,956
+1,455
50
$1.46M 0.6%
81,829
+3,102
1
2
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