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
$274M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$16.6M
3 +$15.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.1M
5
REET icon
iShares Global REIT ETF
REET
+$5.11M

Top Sells

1 +$39.9K
2 +$15.9K

Sector Composition

1 Healthcare 0.04%
2 Financials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$102M 37.09%
172,483
+38,818
2
$58.2M 21.24%
827,606
+235,590
3
$48.8M 17.81%
503,085
+155,811
4
$30.6M 11.17%
304,072
+90,470
5
$16.1M 5.89%
672,735
+212,981
6
$13.3M 4.87%
255,207
+68,362
7
$3.15M 1.15%
27,318
+2,890
8
$2.01M 0.73%
38,838
-771
9
$91K 0.03%
75,055
10
$40K 0.01%
19,828
-7,899
11
$7K ﹤0.01%
4,083