WA

Wilshire Advisors Portfolio holdings

AUM $38.6M
1-Year Est. Return 66.37%
This Quarter Est. Return
1 Year Est. Return
+66.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.6M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.7M
3
+$1.2M

Top Sells

1
+$1.51M
2
+$239K
3
+$90.2K

Sector Composition

1 Financials 43.95%
2 Healthcare 27.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LDI icon
1
loanDepot
LDI
$610M
$17M 43.95%
5,524,652
+5,496,925
FATE icon
2
Fate Therapeutics
FATE
$125M
$10.7M 27.71%
+8,486,822
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$161B
$4.28M 11.09%
48,993
-2,738
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$134B
$2.41M 6.25%
24,041
+11,961
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$88.7B
$1.83M 4.75%
15,430
-12,690
IGSB icon
6
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$1.8M 4.67%
33,981
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$611K 1.58%
9,265
-1,368