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
$875M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$7.12M
3
+$6.09M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$5.92M
5
PM icon
Philip Morris
PM
+$3.27M

Top Sells

1
+$44M
2
+$1.96M
3
+$441K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$440K
5
EVAV
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
+$400K

Sector Composition

1 Technology 1%
2 Financials 0.72%
3 Consumer Staples 0.54%
4 Industrials 0.29%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
51
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$603K 0.07%
7,738
-241
CAT icon
52
Caterpillar
CAT
$419B
$578K 0.07%
1,008
+28
GLD icon
53
SPDR Gold Trust
GLD
$149B
$573K 0.07%
1,447
-53
BITO icon
54
ProShares Bitcoin Strategy ETF
BITO
$1.55B
$526K 0.06%
43,292
+18,469
AGQ icon
55
ProShares Ultra Silver
AGQ
$1.85B
$522K 0.06%
3,366
-729
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$232B
$520K 0.06%
8,324
+87
VB icon
57
Vanguard Small-Cap ETF
VB
$79.2B
$518K 0.06%
2,008
+42
JPM icon
58
JPMorgan Chase
JPM
$806B
$494K 0.06%
1,533
+298
MUB icon
59
iShares National Muni Bond ETF
MUB
$44.8B
$472K 0.05%
4,406
-1,320
AVGO icon
60
Broadcom
AVGO
$2.28T
$456K 0.05%
1,318
+515
STCE icon
61
Schwab Crypto Thematic ETF
STCE
$335M
$446K 0.05%
7,431
-344
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.34T
$443K 0.05%
1,413
-62
VUG icon
63
Vanguard Growth ETF
VUG
$232B
$429K 0.05%
5,280
+1,992
NEE icon
64
NextEra Energy
NEE
$179B
$416K 0.05%
5,182
+703
XOM icon
65
Exxon Mobil
XOM
$620B
$416K 0.05%
3,454
+1,329
SO icon
66
Southern Company
SO
$102B
$398K 0.05%
4,562
+1,018
VWO icon
67
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$385K 0.04%
7,168
+87
DFLV icon
68
Dimensional US Large Cap Value ETF
DFLV
$6.26B
$381K 0.04%
11,132
+29
DFAR icon
69
Dimensional US Real Estate ETF
DFAR
$1.68B
$381K 0.04%
16,615
+1,197
HUBB icon
70
Hubbell
HUBB
$25.4B
$378K 0.04%
852
+250
VTEB icon
71
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$372K 0.04%
7,397
TSM icon
72
TSMC
TSM
$2.32T
$366K 0.04%
1,206
-37
LLY icon
73
Eli Lilly
LLY
$949B
$362K 0.04%
337
-24
SLYV icon
74
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.74B
$359K 0.04%
3,944
-152
PLTM icon
75
GraniteShares Platinum Shares
PLTM
$216M
$333K 0.04%
16,881
+409
1 2
3
4