RCWM

Red Crane Wealth Management Portfolio holdings

AUM $110M
This Quarter Return
+0.62%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$106M
AUM Growth
Cap. Flow
+$106M
Cap. Flow %
100%
Top 10 Hldgs %
47.57%
Holding
64
New
64
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
AMZN icon
51
Amazon
AMZN
$2.4T
$337K 0.32%
+1,535
New +$337K
TSM icon
52
TSMC
TSM
$1.19T
$320K 0.3%
+1,622
New +$320K
TIP icon
53
iShares TIPS Bond ETF
TIP
$13.5B
$296K 0.28%
+2,774
New +$296K
NVDA icon
54
NVIDIA
NVDA
$4.12T
$295K 0.28%
+2,198
New +$295K
PFF icon
55
iShares Preferred and Income Securities ETF
PFF
$14.4B
$286K 0.27%
+9,092
New +$286K
BUFF icon
56
Innovator Laddered Allocation Power Buffer ETF
BUFF
$762M
$282K 0.27%
+6,289
New +$282K
INTC icon
57
Intel
INTC
$104B
$260K 0.25%
+12,963
New +$260K
GOOGL icon
58
Alphabet (Google) Class A
GOOGL
$2.77T
$249K 0.24%
+1,317
New +$249K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$2.79T
$241K 0.23%
+1,263
New +$241K
VYM icon
60
Vanguard High Dividend Yield ETF
VYM
$63.3B
$229K 0.22%
+1,794
New +$229K
TOTL icon
61
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.85B
$224K 0.21%
+5,688
New +$224K
WCC icon
62
WESCO International
WCC
$10.5B
$220K 0.21%
+1,216
New +$220K
QQQI icon
63
NEOS Nasdaq 100 High Income ETF
QQQI
$4.22B
$219K 0.21%
+4,187
New +$219K
LCTX icon
64
Lineage Cell Therapeutics
LCTX
$279M
$171K 0.16%
+340,236
New +$171K