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
$95.1M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$2.6M
3 +$1.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.4M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$1.2M

Top Sells

1 +$3.56M
2 +$3.42M
3 +$2.85M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.28M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-50,243
27
-39,290