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
+$588K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$116K
3
+$110K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$33.4K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$30.1K

Top Sells

1
+$690K
2
+$654K
3
+$407K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$355K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$352K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 12.47%
47,535
-2,210
2
$9.75M 8.65%
195,344
-13,825
3
$9.33M 8.28%
179,033
-2,541
4
$8.05M 7.14%
182,610
-9,245
5
$6.05M 5.36%
53,800
-2,320
6
$5.42M 4.81%
32,720
-2,140
7
$5.37M 4.76%
157,885
-1,000
8
$4.96M 4.4%
87,715
+590
9
$4.85M 4.3%
90,258
-6,557
10
$4.38M 3.89%
34,795
-1,330
11
$4.37M 3.87%
46,605
-3,295
12
$4.34M 3.85%
86,535
+2,200
13
$4.26M 3.78%
195,490
+12,150
14
$3.28M 2.91%
61,106
+2,164
15
$3.2M 2.84%
39,345
+370
16
$2.71M 2.4%
22,615
-1,165
17
$2.69M 2.39%
29,505
-970
18
$2.53M 2.24%
56,860
-1,090
19
$2.21M 1.96%
65,820
-7,110
20
$2.17M 1.93%
12,336
-965
21
$2.13M 1.89%
22,990
-770
22
$2.05M 1.82%
34,680
-2,780
23
$2M 1.78%
22,765
-820
24
$1.46M 1.3%
31,945
-2,460
25
$1.09M 0.96%
12,950
-580