RCWM

Red Crane Wealth Management Portfolio holdings

AUM $119M
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$6.93M
3
+$5.62M
4
NAPR icon
Innovator Growth-100 Power Buffer ETF April
NAPR
+$5.21M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5%
2 Communication Services 1.44%
3 Healthcare 0.65%
4 Consumer Discretionary 0.32%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.13%
+20,744
27
$1.08M 1.02%
+17,140
28
$1.07M 1.01%
+8,762
29
$1.05M 1%
+26,962
30
$1.03M 0.98%
+1,767
31
$969K 0.92%
+17,192
32
$946K 0.9%
+18,970
33
$919K 0.87%
+31,405
34
$864K 0.82%
+26,416
35
$800K 0.76%
+29,297
36
$696K 0.66%
+9,684
37
$687K 0.65%
+19,310
38
$641K 0.61%
+6,438
39
$627K 0.59%
+3,578
40
$610K 0.58%
+12,659
41
$596K 0.57%
+1,415
42
$565K 0.54%
+1,951
43
$540K 0.51%
+14,723
44
$515K 0.49%
+1,975
45
$483K 0.46%
+11,365
46
$423K 0.4%
+2,540
47
$423K 0.4%
+8,782
48
$364K 0.35%
+7,253
49
$361K 0.34%
+1,400
50
$348K 0.33%
+9,687
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