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
$106M
AUM Growth
+$512K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$830K
2
+$594K
3
+$460K
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$395K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$343K

Top Sells

1
+$1.19M
2
+$985K
3
+$788K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$579K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$466K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 16.67%
48,428
-2,705
2
$8.18M 7.73%
113,541
-5,715
3
$7.46M 7.04%
141,343
+8,718
4
$7.09M 6.7%
144,479
-4,728
5
$6.53M 6.17%
57,339
+3,009
6
$6.41M 6.06%
112,300
+3,506
7
$6.19M 5.85%
121,521
-209
8
$5.46M 5.16%
84,905
-7,235
9
$5.28M 4.99%
52,259
-3,889
10
$5.14M 4.86%
99,046
+2,953
11
$4.17M 3.94%
53,844
+7,658
12
$3.8M 3.59%
35,001
-7,262
13
$3.1M 2.93%
56,705
+1,025
14
$2.98M 2.81%
57,195
-8,360
15
$2.89M 2.73%
91,678
-6,608
16
$2.49M 2.36%
47,886
+4,181
17
$2.17M 2.05%
16,485
-1,044
18
$1.96M 1.86%
21,105
-12,740
19
$1.75M 1.66%
19,082
-951
20
$1.74M 1.64%
31,201
-735
21
$1.48M 1.4%
48,173
+12,878
22
$1.08M 1.02%
26,281
-14,049
23
$830K 0.78%
+16,178