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
$183M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$58.5K
2
+$22.9K

Top Sells

1
+$2.27M
2
+$1.03M
3
+$607K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$500K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$108K

Sector Composition

1 Technology 0.38%
2 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 35.07%
167,170
-2,670
2
$42.5M 23.23%
690,047
-36,808
3
$29.1M 15.88%
299,795
-5,156
4
$18.9M 10.34%
195,247
-6,258
5
$11.9M 6.49%
523,143
+2,575
6
$9.84M 5.37%
210,668
-1,048
7
$2.21M 1.21%
44,452
+459
8
$2.2M 1.2%
23,246
-1,140
9
$1.46M 0.8%
29,789
-201
10
$690K 0.38%
126,118
-1,542
11
$78.5K 0.04%
47,555