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
$224M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M

Top Sells

1
+$5.09M
2
+$5.04M
3
+$4.96M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.37M

Sector Composition

1 Financials 0.09%
2 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.3M 35.44%
174,832
-3,608
2
$50.8M 22.71%
731,197
-6,965
3
$35.8M 16%
334,314
-10,768
4
$24M 10.7%
228,290
-16,193
5
$15.4M 6.87%
526,069
-17,417
6
$10.9M 4.85%
195,331
-42,710
7
$4.59M 2.05%
+90,912
8
$2.73M 1.22%
25,333
-693
9
$197K 0.09%
47,555
10
$158K 0.07%
4,083
11
– –
-89,877
12
– –
-85,396
13
– –
-101,244
14
– –
-99,993
15
– –
-22,548