WMN
Wealth Management Nebraska Portfolio holdings
AUM
$740M
This Quarter Return
+6.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$740M
AUM Growth
+$740M
(+13%)
Cap. Flow
+$46.2M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
75.29%
Holding
89
New
15
Increased
35
Reduced
19
Closed
7
Top Buys
| 1 |
Avantis US Small Cap Equity ETF
AVSC
|
$12.7M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$6.32M |
| 3 |
Dimensional World Equity ETF
DFAW
|
$5.9M |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
$4.48M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$2.33M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.34M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$1.13M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$670K |
| 4 |
Invesco QQQ Trust
QQQ
|
$567K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$283K |
Sector Composition
| 1 | Technology | 0.9% |
| 2 | Financials | 0.45% |
| 3 | Industrials | 0.35% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Communication Services | 0.18% |
