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
$126M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.61M
3
+$3.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.14M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$13.3M
2
+$2.08M
3
+$1.21M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$1.11M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$816K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 13.26%
154,796
+61,966
2
$16.3M 12.9%
78,745
-10,045
3
$16.3M 12.89%
201,371
+16,602
4
$13.1M 10.34%
241,250
-5,550
5
$9.79M 7.76%
114,365
-9,005
6
$9.76M 7.73%
112,253
+41,583
7
$7.24M 5.74%
196,935
-32,905
8
$6.22M 4.92%
75,075
-735
9
$6.15M 4.87%
170,030
+35,110
10
$4.35M 3.44%
45,060
-8,460
11
$4.05M 3.21%
127,610
+30,370
12
$3.24M 2.57%
+75,608
13
$3.24M 2.56%
34,585
-5,345
14
$3.14M 2.49%
+23,150
15
$2.86M 2.27%
57,416
-4,516
16
$1.37M 1.08%
45,790
-37,255
17
$1.27M 1.01%
16,390
-2,460
18
$1.22M 0.97%
3,510
-38,150