RCWM

Red Crane Wealth Management Portfolio holdings

AUM $122M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.26M
3
+$1.06M
4
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.03M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$917K

Top Sells

1
+$2.89M
2
+$2.01M
3
+$547K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$526K
5
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$432K

Sector Composition

1 Technology 5.33%
2 Communication Services 1.58%
3 Healthcare 1.22%
4 Consumer Discretionary 0.3%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.47%
38,170
-307
27
$1.51M 1.27%
58,343
-10,484
28
$1.5M 1.27%
35,370
-1,583
29
$1.32M 1.11%
32,758
-365
30
$1.27M 1.07%
1,727
31
$1.23M 1.04%
9,080
+18
32
$1.11M 0.94%
+21,196
33
$873K 0.74%
15,184
-466
34
$864K 0.73%
511,363
+15,365
35
$773K 0.65%
13,542
-2,397
36
$770K 0.65%
1,487
+16
37
$759K 0.64%
+6,669
38
$750K 0.63%
2,665
+1
39
$720K 0.61%
9,684
40
$717K 0.61%
3,845
+1,227
41
$689K 0.58%
25,249
-604
42
$685K 0.58%
3,612
+11
43
$662K 0.56%
13,244
-2,701
44
$642K 0.54%
1,956
+6
45
$609K 0.51%
21,458
-71,741
46
$583K 0.49%
2,067
47
$568K 0.48%
12,095
+3,135
48
$566K 0.48%
+28,002
49
$556K 0.47%
5,398
-234
50
$510K 0.43%
11,604
+57
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