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
$987M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$14.9M
3
+$9.83M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$5.81M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$4.98M

Top Sells

1
+$3.94M
2
+$2.1M
3
+$1.06M
4
AGQ icon
ProShares Ultra Silver
AGQ
+$522K
5
PLTM icon
GraniteShares Platinum Shares
PLTM
+$333K

Sector Composition

1 Technology 0.81%
2 Financials 0.62%
3 Consumer Staples 0.59%
4 Industrials 0.27%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYV icon
76
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.74B
$363K 0.04%
3,833
-111
GBUG
77
Sprott Active Gold & Silver Miners ETF
GBUG
$163M
$356K 0.04%
+7,842
ITA icon
78
iShares US Aerospace & Defense ETF
ITA
$13.8B
$330K 0.03%
+1,509
STCE icon
79
Schwab Crypto Thematic ETF
STCE
$335M
$311K 0.03%
5,976
-1,455
LLY icon
80
Eli Lilly
LLY
$949B
$302K 0.03%
328
-9
ESGD icon
81
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$297K 0.03%
3,111
XMMO icon
82
Invesco S&P MidCap Momentum ETF
XMMO
$7.53B
$283K 0.03%
1,954
+220
BITO icon
83
ProShares Bitcoin Strategy ETF
BITO
$1.55B
$273K 0.03%
29,331
-13,961
FBTC icon
84
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.5B
$271K 0.03%
4,585
+1,080
VUG icon
85
Vanguard Growth ETF
VUG
$232B
$265K 0.03%
3,636
-1,644
BAC icon
86
Bank of America
BAC
$372B
$260K 0.03%
5,328
+18
HD icon
87
Home Depot
HD
$311B
$259K 0.03%
788
+51
TSLA icon
88
Tesla
TSLA
$1.59T
$257K 0.03%
691
+99
EFX icon
89
Equifax
EFX
$21B
$252K 0.03%
1,399
CSX icon
90
CSX Corp
CSX
$85.7B
$234K 0.02%
5,706
+99
AXP icon
91
American Express
AXP
$212B
$232K 0.02%
768
ORCL icon
92
Oracle
ORCL
$703B
$230K 0.02%
1,561
+381
NUE icon
93
Nucor
NUE
$58.9B
$219K 0.02%
+1,293
DUK icon
94
Duke Energy
DUK
$94.4B
$218K 0.02%
+1,661
CEG icon
95
Constellation Energy
CEG
$98.5B
$208K 0.02%
744
SCHV icon
96
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$207K 0.02%
6,798
FITB
97
Fifth Third Bancorp
FITB
$45.6B
$204K 0.02%
+4,394
EMR icon
98
Emerson Electric
EMR
$79.6B
$203K 0.02%
+1,549
CRF
99
Cornerstone Total Return Fund
CRF
$1.18B
$151K 0.02%
21,707
+1,161
QS icon
100
QuantumScape Corp
QS
$5.66B
$134K 0.01%
+20,989
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