We are live on ! Find out more
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
126
$482K 0.2%
+1,244
127
$471K 0.2%
9,208
+3,171
128
$464K 0.19%
2,525
+41
129
$458K 0.19%
1,391
+137
130
$454K 0.19%
2,066
-396
131
$452K 0.19%
+4,242
132
$439K 0.18%
38,825
133
$439K 0.18%
901
+68
134
$433K 0.18%
4,909
-1,075
135
$429K 0.18%
628
-12
136
$421K 0.17%
3,057
+1,137
137
$416K 0.17%
2,846
+537
138
$414K 0.17%
9,218
+1,542
139
$410K 0.17%
3,387
140
$403K 0.17%
15,306
141
$402K 0.17%
4,913
+7
142
$402K 0.17%
2,537
143
$398K 0.17%
2,392
-6
144
$398K 0.17%
2,242
145
$384K 0.16%
1,561
+32
146
$383K 0.16%
3,897
-1,828
147
$382K 0.16%
1,618
-47
148
$379K 0.16%
935
-6
149
$376K 0.16%
+388
150
$376K 0.16%
1,353
+349
4 5
6
7 8