WMN

Wealth Management Nebraska Portfolio holdings

AUM $987M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$14.9M
3
+$9.83M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$5.81M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$4.98M

Top Sells

1
+$3.94M
2
+$2.1M
3
+$1.06M
4
AGQ icon
ProShares Ultra Silver
AGQ
+$522K
5
PLTM icon
GraniteShares Platinum Shares
PLTM
+$333K

Sector Composition

1 Technology 0.81%
2 Financials 0.62%
3 Consumer Staples 0.59%
4 Industrials 0.27%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGK icon
51
Vanguard Mega Cap Growth ETF
MGK
$34.8B
$640K 0.06%
8,700
+1,385
DFEV icon
52
Dimensional Emerging Markets Value ETF
DFEV
$2.06B
$618K 0.06%
+17,277
GLD icon
53
SPDR Gold Trust
GLD
$149B
$603K 0.06%
1,401
-46
XOM icon
54
Exxon Mobil
XOM
$620B
$580K 0.06%
3,420
-34
DFLV icon
55
Dimensional US Large Cap Value ETF
DFLV
$6.26B
$578K 0.06%
16,194
+5,062
BIV icon
56
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$572K 0.06%
7,417
-321
V icon
57
Visa
V
$603B
$562K 0.06%
1,858
+46
MUB icon
58
iShares National Muni Bond ETF
MUB
$44.8B
$553K 0.06%
5,207
+801
DFEM icon
59
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.49B
$545K 0.06%
+15,776
META icon
60
Meta Platforms (Facebook)
META
$1.52T
$536K 0.05%
937
-13
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$232B
$536K 0.05%
8,358
+34
VB icon
62
Vanguard Small-Cap ETF
VB
$79.2B
$526K 0.05%
2,008
SPXL icon
63
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.81B
$510K 0.05%
8,080
+5,124
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.34T
$472K 0.05%
1,644
+231
JPM icon
65
JPMorgan Chase
JPM
$806B
$451K 0.05%
1,532
-1
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$73B
$448K 0.05%
15,389
+7,608
TSM icon
67
TSMC
TSM
$2.32T
$441K 0.04%
1,306
+100
NEE icon
68
NextEra Energy
NEE
$179B
$437K 0.04%
4,707
-475
SO icon
69
Southern Company
SO
$102B
$434K 0.04%
4,494
-68
HUBB icon
70
Hubbell
HUBB
$25.4B
$418K 0.04%
852
DFAR icon
71
Dimensional US Real Estate ETF
DFAR
$1.68B
$393K 0.04%
16,615
AVGO icon
72
Broadcom
AVGO
$2.28T
$390K 0.04%
1,259
-59
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$385K 0.04%
7,129
-39
CVX icon
74
Chevron
CVX
$374B
$376K 0.04%
1,819
-1
VTEB icon
75
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$369K 0.04%
7,397
1 2
3
4 5