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WA
Wilshire Advisors Portfolio holdings
AUM
$9.96M
1-Year Est. Return
76.57%
This Fund
S&P 500
1 Year Est. Return
+76.57%
AUM
$9.96M
AUM Growth
-$1.65M
(-14%)
Holding
7
Top Buys
No buys this quarter
Top Sells
| 1 | +$842K | |
| 2 | +$468K | |
| 3 | +$145K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$120K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$97.4K |
Sector Composition
| 1 | Financials | 0.4% |
| 2 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core MSCI EAFE ETF
IEFA
$183B
| $3.79M | 38.03% |
41,854
-5,009
|
|
||
2
iShares Core US Aggregate Bond ETF
AGG
$136B
| $2.22M | 22.31% |
22,396
-1,446
|
|
||
|
3
iShares Core S&P Small-Cap ETF
IJR
$105B
| $1.71M | 17.17% |
13,765
-767
|
|
||
|
4
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
| $1.67M | 16.78% |
31,804
-2,271
|
|
||
5
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $530K | 5.32% |
7,599
-1,160
|
|
||
6
loanDepot
LDI
$618M
| $39.4K | 0.4% |
27,727
|
|
||
|
OMDA
7
Omada Health Inc
OMDA
$1.09B
| – | – |
-53,383
|
|