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
$115M
AUM Growth
+$957K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.81M
3
+$1.63M
4
BND icon
Vanguard Total Bond Market
BND
+$1.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$674K

Top Sells

1
+$2.78M
2
+$2.36M
3
+$2.3M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.17M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$780K

Sector Composition

1 Consumer Discretionary 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 15.28%
88,790
-2,240
2
$15.5M 13.47%
184,769
+15,978
3
$13.8M 11.98%
246,800
-13,910
4
$11.1M 9.57%
123,370
-240
5
$10.4M 9.04%
92,830
+5,999
6
$8.6M 7.45%
229,840
-74,390
7
$6.58M 5.7%
75,810
+32,440
8
$6.17M 5.34%
70,670
+46,010
9
$5.08M 4.4%
134,920
-62,790
10
$4.88M 4.23%
53,520
-25,170
11
$3.48M 3.01%
61,932
-13,040
12
$3.47M 3.01%
39,930
+18,690
13
$3.06M 2.65%
97,240
-6,260
14
$2.49M 2.16%
83,045
-15,450
15
$1.59M 1.38%
41,660
-2,640
16
$1.54M 1.33%
18,850
-1,850
17
– –
-7,874
18
– –
-24,822
19
– –
-23,110