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
$95.1M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.6M
3
+$1.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.4M
5
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
+$1.2M

Top Sells

1
+$3.56M
2
+$3.42M
3
+$2.85M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.28M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 15.83%
53,140
+4,930
2
$8.35M 8.78%
208,949
-28,494
3
$7.05M 7.41%
181,665
-26,030
4
$6.41M 6.74%
54,255
-1,015
5
$5.75M 6.05%
99,700
+29,235
6
$5.2M 5.47%
95,685
-52,535
7
$4.68M 4.92%
92,045
+23,490
8
$4.01M 4.22%
28,034
-12,240
9
$3.9M 4.09%
49,440
+410
10
$3.46M 3.64%
42,436
+33,506
11
$3.4M 3.58%
71,503
-26,796
12
$3.22M 3.38%
33,850
+11,420
13
$2.96M 3.11%
15,396
+3,833
14
$2.91M 3.06%
53,242
+3,951
15
$2.82M 2.97%
36,320
+430
16
$2.6M 2.73%
+73,075
17
$2.51M 2.64%
190,280
-89,050
18
$2.34M 2.46%
23,500
-725
19
$1.72M 1.8%
21,860
-1,390
20
$1.71M 1.8%
36,700
-1,310
21
$1.69M 1.78%
67,440
-9,780
22
$1.26M 1.33%
31,845
-27,590
23
$1.16M 1.22%
37,825
-111,180
24
$933K 0.98%
13,665
-2,060
25
– –
-35,655
1
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