WMN

Wealth Management Nebraska Portfolio holdings

AUM $839M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.7M
3
+$13.9M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.6M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$5.25M

Top Sells

1
+$42.2M
2
+$3.45M
3
+$3.25M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.96M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$969K

Sector Composition

1 Technology 0.8%
2 Financials 0.51%
3 Industrials 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.2%
5,999
+962
27
$1.24M 0.19%
6,876
+150
28
$1.21M 0.18%
2,575
+1,904
29
$1.17M 0.18%
11,186
+9,388
30
$1.11M 0.17%
15,102
-3,401
31
$1.09M 0.17%
2,077
-199
32
$1.04M 0.16%
11,877
+1,152
33
$994K 0.15%
9,170
+1,696
34
$984K 0.15%
1,915
-311
35
$890K 0.14%
+9,000
36
$783K 0.12%
4,113
+1,131
37
$760K 0.12%
+8,231
38
$741K 0.11%
6,649
+272
39
$706K 0.11%
17,061
+95
40
$683K 0.1%
6,474
-2,321
41
$549K 0.08%
1,566
+17
42
$537K 0.08%
932
+272
43
$496K 0.08%
1,919
+390
44
$419K 0.06%
1,890
+3
45
$369K 0.06%
2,383
+645
46
$367K 0.06%
7,397
+101
47
$366K 0.06%
7,205
+162
48
$341K 0.05%
1,399
49
$327K 0.05%
4,172
-1,416
50
$326K 0.05%
4,595
+1,551
1
2
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