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
$261M
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$47.1M
3
+$39.4M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$25.9M
5
REET icon
iShares Global REIT ETF
REET
+$16.6M

Top Sells

1
+$280K
2
+$139K
3
+$94K

Sector Composition

1 Healthcare 0.09%
2 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.1M 32.61%
+178,440
2
$55.1M 21.12%
738,162
+631,062
3
$39.4M 15.09%
+345,082
4
$25.9M 9.92%
+244,483
5
$16.6M 6.38%
+543,486
6
$14.3M 5.47%
238,041
+149,421
7
$5.09M 1.95%
101,244
+1,061
8
$5.04M 1.93%
99,993
-1,864
9
$4.96M 1.9%
89,877
-2,523
10
$4.3M 1.65%
85,396
+18,016
11
$2.98M 1.14%
26,026
-2,447
12
$1.75M 0.67%
22,548
+258
13
$239K 0.09%
4,083
14
$228K 0.09%
+47,555