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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
$300M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.83M
3
+$2.82M
4
MEOH icon
Methanex
MEOH
+$2.37M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.12M

Top Sells

1
+$2.83M
2
+$1.85M
3
+$1.78M
4
WAL icon
Western Alliance Bancorporation
WAL
+$1.63M
5
DOX icon
Amdocs
DOX
+$1.59M

Sector Composition

1 Technology 15.17%
2 Industrials 11.11%
3 Financials 11.11%
4 Healthcare 9.73%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVCO icon
176
Cavco Industries
CVCO
$4.55B
$289K 0.1%
596
+171
FANG icon
177
Diamondback Energy
FANG
$54B
$287K 0.1%
1,452
+5
HD icon
178
Home Depot
HD
$327B
$284K 0.09%
865
-91
VOO icon
179
Vanguard S&P 500 ETF
VOO
$976B
$279K 0.09%
+468
ANET icon
180
Arista Networks
ANET
$206B
$277K 0.09%
2,259
+10
CNM icon
181
Core & Main
CNM
$9.05B
$273K 0.09%
5,529
-223
NSIT icon
182
Insight Enterprises
NSIT
$3.35B
$272K 0.09%
4,057
+1,215
MRSH
183
Marsh
MRSH
$81.3B
$269K 0.09%
1,551
-421
AMT icon
184
American Tower
AMT
$87.2B
$268K 0.09%
1,552
+16
DCI icon
185
Donaldson
DCI
$10B
$260K 0.09%
3,068
-1,845
HAYW icon
186
Hayward Holdings
HAYW
$3.17B
$260K 0.09%
19,438
-568
HURN icon
187
Huron Consulting
HURN
$1.77B
$257K 0.09%
+2,016
MWA icon
188
Mueller Water Products
MWA
$4.04B
$256K 0.09%
+9,328
XYL icon
189
Xylem
XYL
$26.2B
$255K 0.09%
2,138
+160
BLK icon
190
Blackrock
BLK
$160B
$254K 0.08%
264
+7
JNJ icon
191
Johnson & Johnson
JNJ
$580B
$253K 0.08%
1,036
+61
CVX icon
192
Chevron
CVX
$373B
$253K 0.08%
+1,222
UTI icon
193
Universal Technical Institute
UTI
$2.16B
$252K 0.08%
6,987
-2,209
HLI icon
194
Houlihan Lokey
HLI
$9.52B
$252K 0.08%
1,752
+292
CBRE icon
195
CBRE Group
CBRE
$39.1B
$250K 0.08%
+1,844
CVSB icon
196
Calvert Ultra-Short Investment Grade ETF
CVSB
$208M
$246K 0.08%
4,857
+2
WMT icon
197
Walmart Inc
WMT
$963B
$244K 0.08%
+1,962
ACWX icon
198
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$243K 0.08%
3,552
-44
CTRA
199
DELISTED
Coterra Energy
CTRA
$241K 0.08%
+6,853
SCHB icon
200
Schwab US Broad Market ETF
SCHB
$42.6B
$237K 0.08%
9,461
6 7
8
9 10