RCWM

Red Crane Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.48M
3
+$2.02M
4
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$1.89M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.62M

Top Sells

1
+$4.48M
2
+$3.1M
3
+$2.13M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$2.07M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$932K

Sector Composition

1 Technology 4.78%
2 Communication Services 1.63%
3 Healthcare 0.94%
4 Consumer Discretionary 0.32%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.54%
38,477
-73,763
27
$1.5M 1.36%
36,953
-9,527
28
$1.27M 1.16%
1,727
-748
29
$1.24M 1.13%
33,123
-4,471
30
$1.15M 1.05%
9,062
+288
31
$906K 0.83%
15,939
-5,209
32
$851K 0.78%
15,650
-3,126
33
$797K 0.73%
15,945
-3,283
34
$732K 0.67%
1,471
+56
35
$713K 0.65%
9,684
36
$685K 0.62%
25,853
-3,967
37
$654K 0.6%
3,601
+10
38
$593K 0.54%
1,950
-7
39
$582K 0.53%
2,664
+62
40
$577K 0.53%
2,067
+30
41
$567K 0.52%
5,632
-939
42
$503K 0.46%
11,547
+153
43
$450K 0.41%
495,998
+2
44
$438K 0.4%
8,960
-3,782
45
$414K 0.38%
2,618
+220
46
$372K 0.34%
9,096
-17,616
47
$367K 0.33%
1,622
48
$360K 0.33%
9,528
-159
49
$357K 0.32%
1,625
50
$336K 0.31%
1,400
1
2
3