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
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.51M
3
+$1.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$236K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$174K

Top Sells

1
+$3.6M
2
+$1.97M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.33M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$543K

Sector Composition

1 Consumer Discretionary 0.08%
2 Technology 0.07%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 14.2%
56,277
-13,490
2
$10.4M 9.8%
98,250
-18,686
3
$9.08M 8.58%
209,935
+2,770
4
$8.16M 7.71%
157,406
+48,524
5
$6.52M 6.17%
159,150
+5,750
6
$5.75M 5.44%
105,460
-5,800
7
$5.27M 4.98%
42,980
-4,425
8
$5.09M 4.81%
105,665
-2,475
9
$4.62M 4.37%
27,429
+91
10
$3.86M 3.65%
117,305
+5,295
11
$3.5M 3.31%
67,386
+1,097
12
$3.43M 3.24%
41,080
-17,955
13
$3.23M 3.05%
+65,880
14
$2.83M 2.68%
103,165
-15,590
15
$2.7M 2.55%
24,415
-2,420
16
$2.49M 2.35%
48,730
+1,330
17
$2.35M 2.22%
15,044
-8,514
18
$2.34M 2.22%
45,251
+2,271
19
$1.97M 1.86%
22,755
-390
20
$1.72M 1.63%
+19,750
21
$1M 0.95%
13,200
-400
22
$986K 0.93%
30,210
+300
23
$971K 0.92%
12,040
-1,460
24
$970K 0.92%
22,215
+220
25
$946K 0.89%
40,850
-700
1
2