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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
76
$987K 0.41%
36,496
77
$986K 0.41%
12,948
+6,581
78
$984K 0.41%
+13,014
79
$964K 0.4%
12,545
80
$958K 0.4%
33,921
81
$923K 0.38%
4,275
82
$920K 0.38%
+17,428
83
$890K 0.37%
3,605
-1,534
84
$875K 0.36%
6,012
+5
85
$872K 0.36%
4,102
+243
86
$851K 0.35%
9,130
+264
87
$833K 0.35%
2,413
+441
88
$808K 0.34%
1,701
+141
89
$793K 0.33%
2,404
+77
90
$769K 0.32%
2,809
+163
91
$769K 0.32%
11,526
-130
92
$766K 0.32%
4,546
-13
93
$763K 0.32%
+27,224
94
$739K 0.31%
1,006
-3
95
$728K 0.3%
1,279
+191
96
$721K 0.3%
779
-40
97
$695K 0.29%
4,288
+957
98
$688K 0.29%
4,083
-152
99
$687K 0.29%
2,178
-24
100
$685K 0.28%
2,210
-3,730
2 3
4
5 6