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
1
$8.17M 7.74%
+268,982
2
$6.93M 6.56%
+135,464
3
$5.62M 5.32%
+111,261
4
$5.21M 4.93%
+103,371
5
$4.8M 4.55%
+113,672
6
$4.21M 3.99%
+47,871
7
$4.04M 3.83%
+7,501
8
$3.91M 3.7%
+78,894
9
$3.72M 3.53%
+14,102
10
$3.61M 3.42%
+35,999
11
$3.42M 3.24%
+71,116
12
$3.03M 2.87%
+12,081
13
$2.75M 2.6%
+90,896
14
$2.67M 2.53%
+52,066
15
$2.54M 2.4%
+101,454
16
$2.48M 2.35%
+4,859
17
$2.44M 2.31%
+34,727
18
$2.41M 2.29%
+61,029
19
$2.26M 2.14%
+69,624
20
$2.18M 2.07%
+71,349
21
$1.8M 1.7%
+46,743
22
$1.69M 1.6%
+7,035
23
$1.62M 1.53%
+26,382
24
$1.36M 1.29%
+36,355
25
$1.27M 1.2%
+18,450
1
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