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
$193M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$346K
3
+$92.1K
4
FATE icon
Fate Therapeutics
FATE
+$15.3K

Top Sells

1
+$1.95M
2
+$770K
3
+$437K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$182K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$109K

Sector Composition

1 Healthcare 0.11%
2 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.2M 36.36%
146,965
-4,091
2
$44.1M 22.82%
626,311
-10,949
3
$33.1M 17.15%
333,641
+3,487
4
$19.6M 10.17%
199,203
-4,430
5
$11.8M 6.1%
487,030
+17,576
6
$9.64M 4.99%
190,624
+1,820
7
$2.18M 1.13%
20,182
-1,679
8
$2.12M 1.1%
41,344
-2,118
9
$205K 0.11%
75,055
10
$97.6K 0.05%
27,727
11
$15.3K 0.01%
+4,083