WMN

Wealth Management Nebraska Portfolio holdings

AUM $740M
This Quarter Return
-2.17%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$615M
AUM Growth
Cap. Flow
+$615M
Cap. Flow %
100%
Top 10 Hldgs %
77.26%
Holding
71
New
71
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.8%
2 Financials 0.43%
3 Industrials 0.41%
4 Consumer Discretionary 0.19%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VWO icon
51
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$308K 0.05%
+7,001
New +$308K
REET icon
52
iShares Global REIT ETF
REET
$3.93B
$295K 0.05%
+13,371
New +$295K
SO icon
53
Southern Company
SO
$101B
$291K 0.05%
+3,531
New +$291K
GOOG icon
54
Alphabet (Google) Class C
GOOG
$2.78T
$281K 0.05%
+1,476
New +$281K
FBTC icon
55
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$269K 0.04%
+3,300
New +$269K
HUBB icon
56
Hubbell
HUBB
$22.8B
$252K 0.04%
+602
New +$252K
USFR icon
57
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$235K 0.04%
+4,668
New +$235K
STCE icon
58
Schwab Crypto Thematic ETF
STCE
$177M
$231K 0.04%
+5,155
New +$231K
VEU icon
59
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
$227K 0.04%
+3,946
New +$227K
TSM icon
60
TSMC
TSM
$1.2T
$225K 0.04%
+1,141
New +$225K
HD icon
61
Home Depot
HD
$407B
$221K 0.04%
+569
New +$221K
VUG icon
62
Vanguard Growth ETF
VUG
$186B
$219K 0.04%
+534
New +$219K
NEE icon
63
NextEra Energy, Inc.
NEE
$148B
$218K 0.04%
+3,044
New +$218K
VBK icon
64
Vanguard Small-Cap Growth ETF
VBK
$20.1B
$215K 0.04%
+769
New +$215K
GWW icon
65
W.W. Grainger
GWW
$48.6B
$211K 0.03%
+200
New +$211K
JPM icon
66
JPMorgan Chase
JPM
$823B
$211K 0.03%
+879
New +$211K
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$84.6B
$207K 0.03%
+1,798
New +$207K
BAC icon
68
Bank of America
BAC
$373B
$205K 0.03%
+4,663
New +$205K
LLY icon
69
Eli Lilly
LLY
$660B
$203K 0.03%
+263
New +$203K
EVAV icon
70
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$5.64M
$203K 0.03%
+9,372
New +$203K
CRF
71
Cornerstone Total Return Fund
CRF
$1.21B
$164K 0.03%
+18,909
New +$164K