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
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1 +$46.8M
2 +$35M
3 +$16.9M
4
BND icon
Vanguard Total Bond Market
BND
+$16.3M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.59%
2 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$46.8M 26.41%
+250,190
2
$35M 19.78%
+953,750
3
$16.9M 9.53%
+201,370
4
$16.3M 9.2%
+202,276
5
$13.2M 7.43%
+157,170
6
$9.5M 5.36%
+93,899
7
$8.83M 4.98%
+167,500
8
$7.05M 3.98%
+66,220
9
$6.9M 3.89%
+210,826
10
$5.52M 3.12%
+114,630
11
$3.76M 2.12%
+132,800
12
$3M 1.69%
+103,500
13
$1.52M 0.86%
+20,700
14
$1.5M 0.85%
+44,300
15
$1.04M 0.59%
+77,419
16
$205K 0.12%
+24,822
17
$146K 0.08%
+4,004