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
$199M
AUM Growth
-$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$193K
3
+$160K

Top Sells

1
+$1.97M
2
+$1.72M
3
+$388K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$210K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.5K

Sector Composition

1 Healthcare 0.04%
2 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75M 37.61%
137,068
-3,605
2
$42.6M 21.38%
587,059
-23,652
3
$34.4M 17.22%
353,916
+1,650
4
$21.1M 10.56%
211,687
-2,113
5
$11.4M 5.69%
488,399
+8,285
6
$10M 5.03%
187,358
-7,248
7
$2.76M 1.38%
25,850
+5,530
8
$2.11M 1.06%
41,140
-204
9
$75.1K 0.04%
75,055
10
$45.7K 0.02%
27,727
11
$13.4K 0.01%
4,083