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
$107M
AUM Growth
-$196K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.7M 14.65%
64,850
-11,025
2
$12.2M 11.41%
113,931
+8,027
3
$10.4M 9.74%
235,910
+3,210
4
$7.54M 7.04%
160,485
+16,020
5
$6.17M 5.76%
112,740
-1,240
6
$5.69M 5.31%
109,556
-50
7
$5.58M 5.21%
108,140
-7,925
8
$4.86M 4.53%
43,525
-480
9
$4.85M 4.53%
57,215
+4,485
10
$4.49M 4.19%
82,362
-1,181
11
$4.41M 4.12%
112,545
-9,840
12
$4.37M 4.08%
28,780
-1,058
13
$3.33M 3.11%
57,065
+15,765
14
$2.63M 2.45%
+25,460
15
$2.38M 2.22%
46,705
+1,680
16
$2.15M 2.01%
15,829
-9,468
17
$1.95M 1.82%
22,795
+1,395
18
$1.86M 1.73%
77,325
-7,900
19
$1.61M 1.5%
48,680
-3,310
20
$1.14M 1.06%
18,680
21
$1.13M 1.06%
23,715
-2,330
22
$1.07M 1%
13,600
-800
23
$936K 0.87%
40,475
+1,905
24
$534K 0.5%
7,070
+680
25
$110K 0.1%
53,428