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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
$300M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.83M
3
+$2.82M
4
MEOH icon
Methanex
MEOH
+$2.37M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.12M

Top Sells

1
+$2.83M
2
+$1.85M
3
+$1.78M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.63M
5
DOX icon
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
AAPL icon
51
Apple
AAPL
$4.28T
$2.08M 0.7%
8,215
+765
SKWD icon
52
Skyward Specialty Insurance
SKWD
$2.03B
$2.08M 0.69%
47,614
+15,483
AVEM icon
53
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$2.06M 0.69%
+25,542
SCHW
54
Charles Schwab
SCHW
$158B
$2.04M 0.68%
21,685
-9
ATRC icon
55
AtriCure
ATRC
$1.46B
$2.01M 0.67%
70,506
+10,184
SFM icon
56
Sprouts Farmers Market
SFM
$8.12B
$1.96M 0.65%
+25,370
BKH icon
57
Black Hills Corp
BKH
$5.6B
$1.95M 0.65%
28,047
-13,532
NVDA icon
58
NVIDIA
NVDA
$4.97T
$1.88M 0.63%
10,801
+872
CBT icon
59
Cabot Corp
CBT
$4.52B
$1.85M 0.62%
24,539
+1,101
BDC icon
60
Belden
BDC
$4.48B
$1.83M 0.61%
15,968
+717
MMSI icon
61
Merit Medical Systems
MMSI
$3.97B
$1.78M 0.6%
25,891
+1,166
SF
62
Stifel
SF
$11.1B
$1.72M 0.57%
23,279
+7,556
DKS icon
63
Dick's Sporting Goods
DKS
$19.8B
$1.71M 0.57%
+8,606
IEMG icon
64
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$1.7M 0.57%
24,403
-921
CWK icon
65
Cushman & Wakefield Ltd
CWK
$3.16B
$1.65M 0.55%
+134,229
PWP icon
66
Perella Weinberg Partners
PWP
$1.14B
$1.64M 0.55%
+90,241
CRL icon
67
Charles River Laboratories
CRL
$9.03B
$1.6M 0.53%
+9,292
MSA icon
68
Mine Safety
MSA
$6.17B
$1.58M 0.53%
9,665
+2,605
CCB icon
69
Coastal Financial
CCB
$1.12B
$1.53M 0.51%
20,152
-9,449
AMZN icon
70
Amazon
AMZN
$2.57T
$1.48M 0.49%
7,124
+474
ALLT icon
71
Allot
ALLT
$361M
$1.47M 0.49%
220,995
+52,306
BJ icon
72
BJs Wholesale Club
BJ
$11.6B
$1.46M 0.49%
14,849
+4,211
V icon
73
Visa
V
$613B
$1.45M 0.48%
4,802
-146
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.44M 0.48%
3,014
+105
USEW
75
Cambria US EW ETF
USEW
$187M
$1.43M 0.48%
+29,285
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3
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