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 %
100%
Top 10 Hldgs %
93.7%
Holding
17
New
17
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$726B
$46.8M 26.41%
+250,190
New +$46.8M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$171B
$35M 19.78%
+953,750
New +$35M
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
$16.9M 9.53%
+201,370
New +$16.9M
BND icon
4
Vanguard Total Bond Market
BND
$134B
$16.3M 9.2%
+202,276
New +$16.3M
VXF icon
5
Vanguard Extended Market ETF
VXF
$23.9B
$13.2M 7.43%
+157,170
New +$13.2M
JNK icon
6
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$9.5M 5.36%
+281,696
New +$9.5M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$68.3B
$8.83M 4.98%
+167,500
New +$8.83M
VUG icon
8
Vanguard Growth ETF
VUG
$185B
$7.05M 3.98%
+66,220
New +$7.05M
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$6.9M 3.89%
+210,826
New +$6.9M
VTIP icon
10
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$5.52M 3.12%
+114,630
New +$5.52M
IDV icon
11
iShares International Select Dividend ETF
IDV
$5.77B
$3.76M 2.12%
+132,800
New +$3.76M
AMJ
12
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$3M 1.69%
+103,500
New +$3M
VWOB icon
13
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.53M 0.86%
+20,700
New +$1.53M
EMLC icon
14
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
$1.5M 0.85%
+88,600
New +$1.5M
SUPN icon
15
Supernus Pharmaceuticals
SUPN
$2.53B
$1.04M 0.59%
+77,419
New +$1.04M
ETSY icon
16
Etsy
ETSY
$5.25B
$205K 0.12%
+24,822
New +$205K
BNFT
17
DELISTED
Benefitfocus, Inc.
BNFT
$146K 0.08%
+4,004
New +$146K