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
$113M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.14%
2 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.1M 16.92%
82,765
-1,635
2
$10.3M 9.11%
237,270
+23,160
3
$10.1M 8.97%
92,351
+10,744
4
$6.55M 5.81%
74,470
-19,105
5
$6.49M 5.75%
149,015
-16,990
6
$6.4M 5.67%
117,210
-112,130
7
$5.83M 5.16%
+118,294
8
$5.61M 4.97%
67,560
-2,320
9
$5.58M 4.94%
105,842
+576
10
$4.64M 4.11%
120,775
-8,620
11
$4.53M 4.01%
+82,898
12
$4.45M 3.94%
35,562
-1,049
13
$4.22M 3.74%
39,355
-1,030
14
$3.46M 3.06%
23,334
-263
15
$2.8M 2.48%
47,071
-4,665
16
$2.37M 2.1%
46,410
+17,710
17
$2.19M 1.94%
40,635
-3,730
18
$2.18M 1.93%
77,305
-36,410
19
$1.96M 1.73%
22,055
-78,902
20
$1.75M 1.55%
51,990
+13,560
21
$1.17M 1.04%
14,400
-870
22
$941K 0.83%
40,600
-560
23
$154K 0.14%
53,428
24
$102K 0.09%
+5,744
25
-14,800