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
51
$337K 0.32%
+1,535
52
$320K 0.3%
+1,622
53
$296K 0.28%
+2,774
54
$295K 0.28%
+2,198
55
$286K 0.27%
+9,092
56
$282K 0.27%
+6,289
57
$260K 0.25%
+12,963
58
$249K 0.24%
+1,317
59
$241K 0.23%
+1,263
60
$229K 0.22%
+1,794
61
$224K 0.21%
+5,688
62
$220K 0.21%
+1,216
63
$219K 0.21%
+4,187
64
$171K 0.16%
+340,236
1 2
3