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
$208M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$194K

Top Sells

1
+$1.96M
2
+$765K
3
+$673K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$166K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$80.6K

Sector Composition

1 Financials 0.04%
2 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.1M 37.03%
133,665
-3,403
2
$46.2M 22.19%
592,016
+4,957
3
$35.2M 16.89%
347,274
-6,642
4
$21.6M 10.4%
213,602
+1,915
5
$12.3M 5.89%
459,754
-28,645
6
$10.7M 5.15%
186,845
-513
7
$2.86M 1.37%
24,428
-1,422
8
$2.09M 1%
39,609
-1,531
9
$74K 0.04%
27,727
10
$48K 0.02%
75,055
11
$15K 0.01%
4,083