WMN

Wealth Management Nebraska Portfolio holdings

AUM $740M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$51.2M
3
+$42.2M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$42M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$38.3M

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 Change
in Stake 		Capital Flow
51
$308K 0.05%
+7,001
52
$295K 0.05%
+13,371
53
$291K 0.05%
+3,531
54
$281K 0.05%
+1,476
55
$269K 0.04%
+3,300
56
$252K 0.04%
+602
57
$235K 0.04%
+4,668
58
$231K 0.04%
+5,155
59
$227K 0.04%
+3,946
60
$225K 0.04%
+1,141
61
$221K 0.04%
+569
62
$219K 0.04%
+534
63
$218K 0.04%
+3,044
64
$215K 0.04%
+769
65
$211K 0.03%
+200
66
$211K 0.03%
+879
67
$207K 0.03%
+1,798
68
$205K 0.03%
+4,663
69
$203K 0.03%
+263
70
$203K 0.03%
+9,372
71
$164K 0.03%
+19,287
1 2
3