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
$112M
AUM Growth
-$927K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$175K
3
+$127K

Top Sells

1
+$800K
2
+$500K
3
+$500K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$406K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$332K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 12.09%
49,745
-2,935
2
$9.91M 8.84%
209,169
+3,697
3
$9.52M 8.49%
181,574
-9,533
4
$7.88M 7.03%
191,855
-3,830
5
$6.35M 5.66%
56,120
-3,590
6
$5.28M 4.71%
34,860
-596
7
$5.24M 4.68%
158,885
-10,060
8
$5.13M 4.57%
87,125
-4,510
9
$4.75M 4.23%
96,815
+2,593
10
$4.43M 3.95%
+49,900
11
$4.27M 3.8%
183,340
-2,950
12
$4.26M 3.8%
84,335
-6,460
13
$4.2M 3.75%
36,125
-1,400
14
$3.16M 2.82%
58,942
-1,274
15
$3.14M 2.8%
38,975
-2,525
16
$2.78M 2.48%
30,475
-2,055
17
$2.65M 2.37%
23,780
-1,120
18
$2.33M 2.08%
57,950
-1,170
19
$2.24M 2%
72,930
-3,280
20
$2.22M 1.98%
23,760
-5,360
21
$2.19M 1.96%
37,460
-2,030
22
$2.12M 1.89%
13,301
-417
23
$2.06M 1.83%
23,585
-1,290
24
$1.42M 1.27%
34,405
-1,440
25
$1.05M 0.94%
13,530
-735
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