WA

Wilshire Advisors Portfolio holdings

AUM $38.6M
1-Year Est. Return 66.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$417K
3
+$279K
4
REET icon
iShares Global REIT ETF
REET
+$207K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$20.3K

Top Sells

1
+$2.71M
2
+$34.5K
3
+$20.1K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.7K

Sector Composition

1 Healthcare 0.09%
2 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.9M 36.03%
151,056
-6,069
2
$41M 22.78%
637,260
+6,229
3
$31M 17.25%
330,154
+5,214
4
$19.7M 10.96%
203,633
+209
5
$9.94M 5.52%
469,454
+9,033
6
$8.99M 4.99%
188,804
-257
7
$2.17M 1.2%
43,462
-402
8
$2.06M 1.15%
21,861
-345
9
$170K 0.09%
+75,055
10
$47.7K 0.03%
27,727