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
$127M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.17M
3
+$1.17M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$903K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$90.2K

Top Sells

1
+$3.45M
2
+$1.45M
3
+$1.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$936K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$564K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 12.89%
201,371
2
$16.1M 12.71%
74,420
-4,325
3
$13.3M 10.54%
122,985
-31,811
4
$13M 10.29%
240,860
-390
5
$9.5M 7.5%
109,965
-4,400
6
$8.8M 6.95%
100,538
-11,715
7
$7.17M 5.66%
182,585
-14,350
8
$6.32M 4.99%
159,085
-10,945
9
$6.1M 4.81%
73,840
-1,235
10
$4.39M 3.47%
43,995
-1,065
11
$3.67M 2.9%
113,715
-13,895
12
$3.27M 2.58%
+62,172
13
$3.24M 2.56%
23,813
+663
14
$3.18M 2.51%
33,345
-1,240
15
$3.05M 2.41%
57,196
-220
16
$2.19M 1.72%
45,419
-30,189
17
$2.17M 1.71%
+19,091
18
$1.32M 1.04%
41,880
-3,910
19
$1.3M 1.03%
16,390
20
$1.3M 1.02%
35,010
+31,500
21
$903K 0.71%
+38,790