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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
151
$373K 0.15%
15,040
152
$366K 0.15%
8,115
-148
153
$365K 0.15%
6,446
+837
154
$363K 0.15%
1,103
+11
155
$362K 0.15%
+6,655
156
$362K 0.15%
1,438
+154
157
$358K 0.15%
1,092
158
$358K 0.15%
5,300
-193
159
$356K 0.15%
2,126
160
$355K 0.15%
2,030
+352
161
$355K 0.15%
+3,549
162
$353K 0.15%
2,218
-172
163
$352K 0.15%
3,729
+16
164
$350K 0.15%
2,730
-1,134
165
$345K 0.14%
1,397
-275
166
$339K 0.14%
6,008
167
$339K 0.14%
7,530
-253
168
$339K 0.14%
9,427
+9
169
$335K 0.14%
1,518
-56
170
$331K 0.14%
1,074
-6
171
$328K 0.14%
2,248
+196
172
$322K 0.13%
2,842
+650
173
$322K 0.13%
2,409
+824
174
$322K 0.13%
4,847
+2
175
$319K 0.13%
1,142
+77
5 6
7
8 9