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
$189M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$115K
3 +$79.5K

Sector Composition

1 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$70M 37.12%
157,125
-6,277
2
$42.6M 22.58%
631,031
-2,737
3
$31.8M 16.87%
324,940
+16,637
4
$19.9M 10.52%
203,424
+815
5
$10.6M 5.61%
460,421
+5,000
6
$9.32M 4.94%
189,061
-15,190
7
$2.21M 1.17%
22,206
-15,914
8
$2.2M 1.17%
43,864
-1,178
9
$58.8K 0.03%
27,727