WMN

Wealth Management Nebraska Portfolio holdings

AUM $839M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.7M
3
+$13.9M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.6M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$5.25M

Top Sells

1
+$42.2M
2
+$3.45M
3
+$3.25M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.96M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$969K

Sector Composition

1 Technology 0.8%
2 Financials 0.51%
3 Industrials 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.05%
3,531
52
$325K 0.05%
984
+47
53
$317K 0.05%
7,007
+6
54
$305K 0.05%
16,627
+1,315
55
$300K 0.05%
1,221
+342
56
$297K 0.05%
359
+96
57
$271K 0.04%
+2,278
58
$269K 0.04%
3,300
59
$267K 0.04%
729
+160
60
$258K 0.04%
+1,354
61
$254K 0.04%
+3,111
62
$236K 0.04%
1,510
+34
63
$235K 0.04%
4,662
-6
64
$227K 0.03%
+844
65
$227K 0.03%
3,946
66
$219K 0.03%
534
67
$219K 0.03%
1,317
+176
68
$218K 0.03%
+698
69
$215K 0.03%
769
70
$211K 0.03%
5,057
+394
71
$211K 0.03%
+584
72
$208K 0.03%
1,115
-1,457
73
$204K 0.03%
+1,179
74
$138K 0.02%
19,628
+341
75
– –
-18,594
1 2
3
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