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
$109M
AUM Growth
-$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$536K
3
+$511K
4
BRCC icon
BRC Inc
BRCC
+$498K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$495K

Top Sells

1
+$3.93M
2
+$1.99M
3
+$1.36M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$1.36M
5
FSLR icon
First Solar
FSLR
+$1.06M

Sector Composition

1 Financials 14.13%
2 Technology 13.94%
3 Industrials 12.71%
4 Healthcare 10.47%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
9