WA

Wilshire Advisors Portfolio holdings

AUM $11.1M
1-Year Est. Return 5.65%
This Quarter Est. Return
1 Year Est. Return
+5.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.8M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$865K
3 +$836K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$757K
5
SONO icon
Sonos
SONO
+$426K

Sector Composition

1 Technology 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$426K 0.46%
+50,243