WA
Wilshire Advisors Portfolio holdings
AUM
$11.1M
This Quarter Return
+3.99%
1 Year Return
+5.65%
3 Year Return
+27.19%
5 Year Return
+29.69%
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+595%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
85.74%
Top 10 Holdings %
Top 10 Hldgs %
98.01%
Holding
14
New
5
Increased
5
Reduced
3
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$85.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$47.1M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$39.4M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$25.9M |
| 5 |
iShares Global REIT ETF
REET
|
$16.6M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$280K |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$139K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$94K |
Sector Composition
| 1 | Healthcare | 0.09% |
| 2 | Financials | 0.09% |
