RP

Riverwater Partners Portfolio holdings

AUM $212M
1-Year Est. Return 21.36%
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$2.16M
3 +$2.11M
4
CIEN icon
Ciena
CIEN
+$1.87M
5
SJM icon
J.M. Smucker
SJM
+$1.66M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.59%
2 Technology 14.77%
3 Healthcare 14.17%
4 Industrials 13.28%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$206K 0.18%
+4,365
202
$205K 0.18%
+1,232
203
$202K 0.18%
+4,042
204
$202K 0.18%
+1,316
205
$201K 0.18%
+669
206
$201K 0.18%
+13,427
207
$200K 0.18%
+1,750
208
$176K 0.16%
+37,224
209
$164K 0.15%
+634
210
$119K 0.11%
+16,002
211
$69K 0.06%
+17,516