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
76
$235K 0.03%
2,152
-126
77
$234K 0.03%
4,662
78
$216K 0.03%
+1,681
79
$211K 0.03%
2,155
-6,845
80
$209K 0.03%
+4,281
81
$204K 0.03%
698
82
$155K 0.02%
20,378
+750
83
– –
-3,300
84
– –
-1,354
85
– –
-769
86
– –
-534
87
– –
-1,115
88
– –
-3,946
89
– –
-1,179
1 2 3
4