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
$106M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.11M
3
+$1.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$524K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$457K

Top Sells

1
+$1.23M
2
+$825K
3
+$740K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$602K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$596K

Sector Composition

1 Consumer Discretionary 0.08%
2 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 16.42%
69,767
+4,917
2
$12.4M 11.73%
116,936
+3,005
3
$8.89M 8.38%
207,165
-28,745
4
$6.47M 6.11%
153,400
-7,085
5
$6.09M 5.74%
111,260
-1,480
6
$5.65M 5.32%
108,882
-674
7
$5.58M 5.27%
47,405
+3,880
8
$5.32M 5.02%
108,140
9
$4.93M 4.65%
59,035
+1,820
10
$4.48M 4.22%
27,338
-1,442
11
$3.81M 3.6%
112,010
-535
12
$3.4M 3.21%
66,289
-16,073
13
$3.39M 3.2%
23,558
+7,729
14
$3.16M 2.98%
118,755
+41,430
15
$2.79M 2.63%
26,835
+1,375
16
$2.42M 2.28%
47,400
+695
17
$2.26M 2.13%
42,980
-14,085
18
$1.97M 1.86%
23,145
+350
19
$1.1M 1.04%
13,500
+6,430
20
$1.03M 0.97%
13,600
21
$959K 0.9%
29,910
-18,770
22
$951K 0.9%
41,550
+1,075
23
$943K 0.89%
21,995
-1,720
24
$489K 0.46%
8,420
-10,260
25
$80K 0.08%
53,428
1
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