RP

Riverwater Partners Portfolio holdings

AUM $212M
1-Year Est. Return 21.36%
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.59M
3
+$2.39M
4
SNEX icon
StoneX
SNEX
+$2.35M
5
UEC icon
Uranium Energy
UEC
+$2.34M

Top Sells

1
+$1.85M
2
+$981K
3
+$630K
4
WAL icon
Western Alliance Bancorporation
WAL
+$570K
5
CIEN icon
Ciena
CIEN
+$546K

Sector Composition

1 Financials 15.72%
2 Technology 13.24%
3 Healthcare 12.13%
4 Industrials 10.95%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.56%
4,847
+864
52
$1.12M 0.56%
13,456
-854
53
$1.11M 0.55%
4,447
-3,942
54
$1.1M 0.55%
3,977
+539
55
$1.1M 0.54%
2,462
-55
56
$1.09M 0.54%
+330,492
57
$1.09M 0.54%
5,643
+126
58
$1.08M 0.54%
10,025
+252
59
$1.07M 0.53%
3,908
-7
60
$1.05M 0.52%
1,721
-27
61
$1.03M 0.51%
+24,431
62
$1M 0.5%
+84,079
63
$957K 0.48%
11,399
-1,552
64
$957K 0.48%
22,131
+509
65
$950K 0.47%
24,856
+9,813
66
$946K 0.47%
1,062
-27
67
$904K 0.45%
3,985
-365
68
$864K 0.43%
7,416
-71
69
$862K 0.43%
7,949
+207
70
$816K 0.41%
5,072
-55
71
$790K 0.39%
4,328
-71
72
$781K 0.39%
29,703
73
$771K 0.38%
6,469
-18
74
$757K 0.38%
3,862
-110
75
$756K 0.38%
16,823
-274
1 2
3
4 5