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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
51
$1.46M 0.6%
2,895
-132
52
$1.44M 0.6%
33,878
+1,308
53
$1.41M 0.59%
17,224
+624
54
$1.4M 0.58%
15,562
+566
55
$1.39M 0.58%
16,048
-6,465
56
$1.37M 0.57%
+37,701
57
$1.33M 0.55%
5,477
+1,001
58
$1.33M 0.55%
+24,004
59
$1.3M 0.54%
97,388
-179,483
60
$1.26M 0.52%
26,493
-7,798
61
$1.26M 0.52%
25,780
-19,143
62
$1.24M 0.52%
+64,383
63
$1.24M 0.51%
11,979
64
$1.18M 0.49%
30,626
65
$1.15M 0.48%
6,867
+260
66
$1.1M 0.45%
56,357
+2,202
67
$1.09M 0.45%
28,983
+1,462
68
$1.07M 0.44%
2,202
+275
69
$1.06M 0.44%
3,771
-122
70
$1.05M 0.43%
1,370
+136
71
$1.04M 0.43%
11,120
+365
72
$1.03M 0.43%
4,569
+28
73
$1.02M 0.42%
5,156
+498
74
$1.01M 0.42%
58,156
-595
75
$1.01M 0.42%
5,870
+403
1 2
3
4 5