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
$105M
AUM Growth
+$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.6M 16.68%
51,133
-2,315
2
$8.24M 7.82%
+119,256
3
$7.24M 6.87%
132,625
+2,671
4
$7.04M 6.69%
149,207
-29,630
5
$6.42M 6.1%
54,330
+786
6
$6.37M 6.05%
108,794
+4,712
7
$5.75M 5.46%
121,730
-85,008
8
$5.72M 5.43%
92,140
+26,350
9
$5.34M 5.07%
96,093
+4,423
10
$5.14M 4.88%
56,148
+1,966
11
$3.88M 3.69%
42,263
+31,942
12
$3.8M 3.61%
46,186
+11,620
13
$3.29M 3.12%
33,845
-36
14
$3.07M 2.92%
55,680
+3,293
15
$3.01M 2.86%
65,555
-8,205
16
$2.9M 2.75%
98,286
+11,572
17
$2.19M 2.08%
43,705
+13,724
18
$2.09M 1.98%
17,529
-1,069
19
$1.73M 1.65%
31,936
-2,893
20
$1.7M 1.61%
20,033
-832
21
$1.66M 1.58%
40,330
-50,205
22
$1.17M 1.11%
35,295
-308
23
-26,617
24
-126,907
25
-13,897