WA
Wilshire Advisors Portfolio holdings
AUM
$11.1M
This Quarter Return
+2.02%
1 Year Return
+5.65%
3 Year Return
+27.19%
5 Year Return
+29.69%
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.7%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
Vanguard S&P 500 ETF
VOO
|
$46.8M |
2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$35M |
3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$16.9M |
4 |
Vanguard Total Bond Market
BND
|
$16.3M |
5 |
Vanguard Extended Market ETF
VXF
|
$13.2M |
Top Sells
No sells this quarter
Sector Composition
1 | Healthcare | 0.59% |
2 | Consumer Discretionary | 0.12% |