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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
201
$239K 0.1%
910
+228
202
$234K 0.1%
+3,596
203
$227K 0.09%
2,355
-980
204
$226K 0.09%
+354
205
$221K 0.09%
2,492
206
$218K 0.09%
+3,064
207
$207K 0.09%
+357
208
$207K 0.09%
+1,446
209
$205K 0.09%
+2,059
210
$205K 0.08%
+1,819
211
$204K 0.08%
+988
212
$201K 0.08%
+2,412
213
$157K 0.07%
15,499
214
$114K 0.05%
+19,826
215
$83.7K 0.03%
15,857
+4,963
216
$65.7K 0.03%
14,560
-221,003
217
$56.6K 0.02%
13,155
218
– –
-1,023
219
– –
-18,939
220
– –
-11,017
221
– –
-4,635
222
– –
-1,167
223
– –
-49,261
224
– –
-14,326
225
– –
-5,080
6 7 8
9
10