WMN
Wealth Management Nebraska Portfolio holdings
AUM
$740M
1 Year Est. Return
–
AUM
$657M
AUM Growth
+$42.6M
(+6.9%)
Holding
83
Top Buys
| 1 | +$37.7M | |
| 2 | +$15.7M | |
| 3 | +$13.9M | |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$6.6M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$5.25M |
Top Sells
| 1 | +$42.2M | |
| 2 | +$3.45M | |
| 3 | +$3.25M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$2.96M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Dimensional Emerging Markets Value ETF
DFEV
$1.17B
| – | – |
-18,594
|
|
||
77
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$5.02M
| – | – |
-9,372
|
|
||
78
Hubbell
HUBB
$22.6B
| – | – |
-602
|
|
||
79
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
| – | – |
-612,065
|
|
||
80
iShares Global REIT ETF
REET
$3.89B
| – | – |
-13,371
|
|
||
81
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
-1,607
|
|
||
82
Schwab Crypto Thematic ETF
STCE
$356M
| – | – |
-5,155
|
|
||
83
Tesla
TSLA
$1.46T
| – | – |
-776
|
|