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
$37.6M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$283K
3
+$242K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$72K
5
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
+$58.4K

Top Sells

1
+$3.14M
2
+$2.11M
3
+$840K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$67.6K

Sector Composition

1 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.95M 21.17%
107,100
-911
2
$5.47M 14.57%
88,620
+4,578
3
$5.26M 14.01%
92,400
+173
4
$5.2M 13.85%
+101,857
5
$5.14M 13.7%
100,183
+1,137
6
$3.43M 9.12%
67,380
-7,857
7
$3.11M 8.28%
28,473
+659
8
$1.75M 4.65%
22,290
-10,736
9
$242K 0.64%
+4,083
10
– –
-57,327
11
– –
-39,457