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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
101
$678K 0.28%
8,271
-270
102
$658K 0.27%
3,515
+958
103
$649K 0.27%
4,490
+299
104
$641K 0.27%
3,188
-115
105
$640K 0.27%
10,722
+1,153
106
$631K 0.26%
8,365
-647
107
$628K 0.26%
+3,204
108
$603K 0.25%
9,148
109
$588K 0.24%
16,571
+46
110
$580K 0.24%
6,647
+1,590
111
$578K 0.24%
8,214
+8
112
$563K 0.23%
483
+3
113
$563K 0.23%
6,734
-7,389
114
$559K 0.23%
16,627
-5,085
115
$558K 0.23%
4,510
+68
116
$551K 0.23%
20,195
117
$549K 0.23%
6,549
-1,781
118
$536K 0.22%
2,089
+221
119
$535K 0.22%
6,494
+43
120
$522K 0.22%
2,110
-80
121
$520K 0.22%
1,704
-63
122
$514K 0.21%
+10,585
123
$507K 0.21%
3,184
+1,316
124
$500K 0.21%
3,679
-118
125
$496K 0.21%
17,236
-5,344
3 4
5
6 7