WA
Wilshire Advisors Portfolio holdings
AUM
$11.1M
This Quarter Return
-1.94%
1 Year Return
+5.65%
3 Year Return
+27.19%
5 Year Return
+29.69%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+9.4%)
Cap. Flow
-$283K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
83.84%
Holding
18
New
2
Increased
5
Reduced
11
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.7M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.61M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.24M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.14M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.34M |
Top Sells
| 1 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$13.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.08M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.21M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$1.11M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$816K |
