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
$839M
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$7.71M
3
+$7.64M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$5.99M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.54M

Top Sells

1
+$3.47M
2
+$1.11M
3
+$234K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$214K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$211K

Sector Composition

1 Technology 0.93%
2 Financials 0.7%
3 Industrials 0.29%
4 Communication Services 0.19%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
76
Tesla
TSLA
$1.43T
$287K 0.03%
+646
LLY icon
77
Eli Lilly
LLY
$936B
$275K 0.03%
361
+2
IBIT icon
78
iShares Bitcoin Trust
IBIT
$70.8B
$275K 0.03%
+4,233
HD icon
79
Home Depot
HD
$352B
$271K 0.03%
668
-14
BAC icon
80
Bank of America
BAC
$388B
$267K 0.03%
5,180
+33
AVGO icon
81
Broadcom
AVGO
$1.8T
$265K 0.03%
+803
IWF icon
82
iShares Russell 1000 Growth ETF
IWF
$126B
$264K 0.03%
564
-2
VUG icon
83
Vanguard Growth ETF
VUG
$202B
$263K 0.03%
+548
HUBB icon
84
Hubbell
HUBB
$22.7B
$259K 0.03%
602
AXP icon
85
American Express
AXP
$248B
$258K 0.03%
776
+8
PLTM icon
86
GraniteShares Platinum Shares
PLTM
$141M
$249K 0.03%
+16,472
XOM icon
87
Exxon Mobil
XOM
$487B
$240K 0.03%
2,125
-27
XMMO icon
88
Invesco S&P MidCap Momentum ETF
XMMO
$4.89B
$234K 0.03%
1,734
+53
USFR icon
89
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$234K 0.03%
4,662
SPXL icon
90
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.15B
$215K 0.03%
+1,014
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$62.7B
$207K 0.02%
+7,862
CRF
92
Cornerstone Total Return Fund
CRF
$1.23B
$165K 0.02%
20,556
+178
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$135B
– –
-2,155
FAUG icon
94
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
– –
-4,281
MCD icon
95
McDonald's
MCD
$214B
– –
-698
1 2 3
4