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
$187M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$848K
3
+$731K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$29.8K

Top Sells

1
+$3.76M
2
+$1.55M
3
+$1.55M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.46M
5
PAYO icon
Payoneer
PAYO
+$690K

Sector Composition

1 Financials 0.02%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.2M 35.96%
163,402
-3,768
2
$42.4M 22.68%
633,768
-56,279
3
$30.7M 16.45%
308,303
+8,508
4
$20.1M 10.76%
202,609
+7,362
5
$10.4M 5.59%
455,421
-67,722
6
$9.97M 5.34%
204,251
-6,417
7
$3.69M 1.97%
38,120
+14,874
8
$2.28M 1.22%
45,042
+590
9
$44.6K 0.02%
27,727
-19,828
10
– –
-126,118
11
– –
-29,789