WA
Wilshire Advisors Portfolio holdings
AUM
$11.1M
This Quarter Return
-0.66%
1 Year Return
+5.65%
3 Year Return
+27.19%
5 Year Return
+29.69%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-1%)
Cap. Flow
+$428K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
72.85%
Holding
26
New
1
Increased
11
Reduced
11
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.23M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.11M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$1.1M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$524K |
| 5 |
Vanguard Extended Market ETF
VXF
|
$457K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.08% |
| 2 | Healthcare | 0.04% |