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
$201M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.45M
3
+$205K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.3K

Top Sells

1
+$3.31M
2
+$1.16M
3
+$164K

Sector Composition

1 Healthcare 0.06%
2 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74M 36.79%
140,673
-6,292
2
$45.3M 22.55%
610,711
-15,600
3
$34.5M 17.16%
352,266
+18,625
4
$21.3M 10.58%
213,800
+14,597
5
$11.4M 5.66%
480,114
-6,916
6
$10M 5%
194,606
+3,982
7
$2.25M 1.12%
20,320
+138
8
$2.12M 1.05%
41,344
9
$94.6K 0.05%
75,055
10
$71.8K 0.04%
27,727
11
$30K 0.01%
4,083