WMN

Wealth Management Nebraska Portfolio holdings

AUM $875M
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.13M
3
+$5.53M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.24M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.27M

Top Sells

1
+$1.33M
2
+$1.05M
3
+$671K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$514K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$269K

Sector Composition

1 Technology 0.9%
2 Financials 0.45%
3 Industrials 0.35%
4 Consumer Discretionary 0.19%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.06%
2,383
52
$413K 0.06%
19,335
+2,708
53
$379K 0.05%
984
54
$365K 0.05%
5,149
+554
55
$362K 0.05%
7,397
56
$358K 0.05%
1,399
57
$351K 0.05%
1,221
58
$346K 0.05%
7,007
59
$341K 0.05%
+7,104
60
$334K 0.05%
4,173
+1
61
$333K 0.05%
+14,298
62
$329K 0.04%
+10,636
63
$321K 0.04%
3,531
64
$301K 0.04%
1,319
+2
65
$282K 0.04%
+773
66
$278K 0.04%
359
67
$277K 0.04%
3,111
68
$273K 0.04%
1,530
+20
69
$268K 0.04%
+1,277
70
$251K 0.03%
682
-47
71
$248K 0.03%
+11,709
72
$245K 0.03%
+602
73
$244K 0.03%
768
-76
74
$243K 0.03%
5,147
+90
75
$239K 0.03%
566
-18
1 2
3
4