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
$98.3M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.86M
3
+$481K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$384K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$255K

Top Sells

1
+$3.46M
2
+$683K
3
+$512K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$325K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$302K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 16.72%
53,448
+308
2
$8.34M 8.48%
206,738
-2,211
3
$7.31M 7.44%
178,837
-2,828
4
$7.07M 7.19%
129,954
+34,269
5
$6.32M 6.43%
53,544
-711
6
$6.06M 6.16%
104,082
+4,382
7
$4.85M 4.93%
91,670
-375
8
$4.38M 4.46%
54,182
+4,742
9
$3.99M 4.05%
26,617
-1,417
10
$3.57M 3.63%
+90,535
11
$3.47M 3.53%
65,790
-5,713
12
$3.25M 3.3%
33,881
+31
13
$3.01M 3.06%
13,897
-1,499
14
$2.88M 2.93%
52,387
-855
15
$2.73M 2.78%
73,760
+685
16
$2.73M 2.77%
34,566
-1,754
17
$2.16M 2.2%
86,714
+19,274
18
$1.94M 1.98%
18,598
-4,902
19
$1.69M 1.72%
34,829
-1,871
20
$1.65M 1.68%
20,865
-995
21
$1.37M 1.39%
126,907
-63,373
22
$1.3M 1.32%
29,981
-1,864
23
$1.1M 1.12%
35,603
-2,222
24
$726K 0.74%
10,321
-3,344
25
– –
-42,436