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
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.77M
3
+$1.02M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$629K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$526K

Top Sells

1
+$908K
2
+$907K
3
+$805K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$399K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$381K

Sector Composition

1 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 12.91%
53,050
-3,495
2
$9.1M 8.53%
83,434
+1,673
3
$8.32M 7.8%
195,770
-21,355
4
$7.79M 7.3%
190,545
-7,740
5
$7.53M 7.06%
142,525
+2,201
6
$6.96M 6.52%
142,370
+96,613
7
$5.24M 4.91%
93,945
+190
8
$4.78M 4.48%
41,425
-1,935
9
$4.45M 4.17%
133,355
+18,850
10
$4.4M 4.13%
89,765
-7,190
11
$4.33M 4.06%
28,314
-2,486
12
$3.25M 3.04%
62,746
-3,935
13
$3.02M 2.84%
34,820
-2,740
14
$2.96M 2.78%
116,230
+7,920
15
$2.79M 2.62%
56,020
-3,360
16
$2.75M 2.58%
35,120
+22,595
17
$2.49M 2.33%
23,105
-845
18
$2.26M 2.12%
44,320
+160
19
$2.17M 2.03%
14,309
-1,500
20
$1.55M 1.46%
20,140
-1,480
21
$1.54M 1.44%
17,720
+6,055
22
$1.52M 1.43%
25,580
+17,160
23
$1.36M 1.28%
15,735
-4,620
24
$1.23M 1.16%
39,950
+10,380
25
$977K 0.92%
22,275
-680
1
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