WMN

Wealth Management Nebraska Portfolio holdings

AUM $875M
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.13M
3
+$5.53M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.24M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.27M

Top Sells

1
+$1.33M
2
+$1.05M
3
+$671K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$514K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$269K

Sector Composition

1 Technology 0.9%
2 Financials 0.45%
3 Industrials 0.35%
4 Consumer Discretionary 0.19%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.24%
+13,613
27
$1.58M 0.21%
1,933
-144
28
$1.53M 0.21%
+6,774
29
$1.43M 0.19%
6,922
+46
30
$1.4M 0.19%
8,845
-325
31
$1.39M 0.19%
4,586
-932
32
$1.32M 0.18%
12,060
+874
33
$1.27M 0.17%
6,313
+314
34
$1.25M 0.17%
2,207
+292
35
$1.14M 0.15%
11,730
-147
36
$1.03M 0.14%
+15,847
37
$986K 0.13%
+1,603
38
$918K 0.12%
4,113
39
$855K 0.12%
11,653
-3,449
40
$845K 0.11%
1,541
-1,034
41
$828K 0.11%
8,244
+13
42
$648K 0.09%
6,215
-259
43
$648K 0.09%
883
-49
44
$606K 0.08%
14,618
-2,443
45
$597K 0.08%
2,140
+221
46
$546K 0.07%
1,566
47
$522K 0.07%
+6,768
48
$467K 0.06%
1,966
+76
49
$458K 0.06%
8,067
+862
50
$452K 0.06%
+1,500
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