WA

Wilshire Advisors Portfolio holdings

AUM $11.1M
This Quarter Return
+13.32%
1 Year Return
+5.65%
3 Year Return
+27.19%
5 Year Return
+29.69%
10 Year Return
–
AUM
$95.1M
AUM Growth
+$95.1M
Cap. Flow
-$7.88M
Cap. Flow %
-8.29%
Top 10 Hldgs %
67.15%
Holding
27
New
1
Increased
9
Reduced
14
Closed
3

Top Buys

1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$2.73M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$2.6M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
$1.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
$1.4M
5
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.2M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$3.56M
2
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.42M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$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 Shares
Change % 		Capital Flow
SONO icon
26
Sonos
SONO
$1.66B
– –
-50,243
Closed -$426K
VXF icon
27
Vanguard Extended Market ETF
VXF
$23.8B
– –
-39,290
Closed -$3.56M
1
2