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
$175M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$874K
3
+$772K
4
REET icon
iShares Global REIT ETF
REET
+$42.9K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29K

Top Sells

1
+$1.89M
2
+$1.55M
3
+$1.29M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$652K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$229K

Sector Composition

1 Technology 0.44%
2 Financials 0.04%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.9M 34.87%
169,840
-5,280
2
$38.3M 21.92%
726,855
+16,602
3
$29.4M 16.82%
304,951
-13,380
4
$19.4M 11.09%
201,505
-6,785
5
$11.1M 6.34%
520,568
+2,018
6
$9.1M 5.21%
211,716
+675
7
$2.17M 1.24%
43,993
-4,648
8
$2.13M 1.22%
24,386
-956
9
$1.44M 0.82%
+29,990
10
$772K 0.44%
+127,660
11
$62K 0.04%
47,555
12
– –
-4,083
13
– –
-33,037