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WA

Wilshire Advisors Portfolio holdings

AUM $9.96M
1-Year Est. Return 76.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.9M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.04M
3
+$503K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$145K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$130K

Top Sells

1
+$1.73M
2
+$1.04M
3
+$881K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$639K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$461K

Sector Composition

1 Consumer Discretionary 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$441K 0.46%
8,420
27
– –
-5,343
28
– –
-27,926
1
2