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
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$5.81M
2 +$4.4M
3 +$2.79M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.64M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.26M

Sector Composition

1 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.2M 12.54%
52,680
-370
2
$9.88M 8.74%
205,472
+63,102
3
$9.88M 8.74%
+191,107
4
$8.16M 7.22%
195,685
+5,140
5
$6.65M 5.88%
59,710
-23,724
6
$5.86M 5.19%
168,945
+35,590
7
$5.51M 4.88%
35,456
+7,142
8
$5.25M 4.64%
91,635
-2,310
9
$4.85M 4.29%
94,222
+31,476
10
$4.68M 4.14%
186,290
+70,060
11
$4.62M 4.08%
90,795
+1,030
12
$4.45M 3.94%
37,525
-3,900
13
$3.34M 2.95%
41,500
+6,380
14
$3.22M 2.85%
60,216
-82,309
15
$2.92M 2.58%
32,530
-2,290
16
$2.76M 2.44%
24,900
+1,795
17
$2.54M 2.25%
29,120
+11,400
18
$2.51M 2.22%
59,120
-136,650
19
$2.34M 2.07%
76,210
+36,260
20
$2.33M 2.06%
39,490
+13,910
21
$2.17M 1.92%
24,875
+9,140
22
$2.16M 1.91%
13,718
-591
23
$1.6M 1.42%
35,845
+13,570
24
$1.12M 0.99%
14,265
-5,875
25
$90K 0.08%
27,926