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
$136M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$610K
3
+$571K
4
NEE icon
NextEra Energy
NEE
+$562K
5
HDSN icon
Hudson Technologies
HDSN
+$517K

Top Sells

1
+$1.22M
2
+$798K
3
+$630K
4
CLSE icon
Convergence Long/Short Equity ETF
CLSE
+$417K
5
SJM icon
J.M. Smucker
SJM
+$389K

Sector Composition

1 Financials 15.4%
2 Technology 14.38%
3 Industrials 13.32%
4 Healthcare 10.64%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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-8,879
206
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207
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208
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-2,431
209
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210
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-6,600
211
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212
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5 6 7 8
9