We are live on ! Find out more
WA

Wilshire Advisors Portfolio holdings

AUM $9.96M
1-Year Est. Return 76.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1M
AUM Growth
-$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$34.1K

Top Sells

1
+$17.6M
2
+$7.09M
3
+$6.53M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.41M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.28M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.09M 20.69%
108,011
-5,530
2
$5.63M 14.41%
84,042
-863
3
$5.27M 13.47%
92,227
-20,073
4
$5.17M 13.24%
99,046
5
$3.89M 9.96%
75,237
-46,284
6
$3.14M 8.04%
57,327
+622
7
$3.14M 8.04%
27,814
-7,187
8
$2.64M 6.74%
33,026
-20,818
9
$2.11M 5.4%
39,457
-101,886
10
– –
-48,428
11
– –
-47,886
12
– –
-57,339
13
– –
-57,195
14
– –
-16,485
15
– –
-48,173
16
– –
-91,678
17
– –
-16,178
18
– –
-26,281
19
– –
-21,105
20
– –
-144,479
21
– –
-19,082
22
– –
-31,201
23
– –
-52,259