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
51
$300K 0.27%
5,764
+88
52
$298K 0.27%
13,315
-188
53
$296K 0.27%
+10,470
54
$295K 0.27%
6,007
-1,180
55
$292K 0.27%
1,659
+281
56
$285K 0.26%
10,357
+96
57
$283K 0.26%
6,020
-269
58
$257K 0.23%
2,335
-276
59
$235K 0.21%
1,765
+12
60
$234K 0.21%
7,631
-239
61
$229K 0.21%
7,451
-23,954
62
$225K 0.21%
+1,216
63
$224K 0.2%
+1,264
64
– –
-75,989
65
– –
-70,700
66
– –
-15,519
67
– –
-17,825
68
– –
-5,292
69
– –
-1,650
70
– –
-14,260
1 2
3