WA

Wilshire Advisors Portfolio holdings

AUM $38.6M
1-Year Est. Return 66.37%
This Quarter Est. Return
1 Year Est. Return
+66.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.6M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.56M
3
+$1.22M
4
REET icon
iShares Global REIT ETF
REET
+$670K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$558K

Top Sells

1
+$2.91M
2
+$2.12M
3
+$675K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.06K

Sector Composition

1 Healthcare 4.09%
2 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.33M 29.5%
237,694
+65,211
2
$4.79M 15.14%
782,038
+109,303
3
$3.82M 12.07%
356,127
+52,055
4
$3.59M 11.35%
+139,130
5
$3.36M 10.61%
443,551
-384,055
6
$2.5M 7.9%
272,362
-230,723
7
$1.28M 4.05%
75,055
8
$1.22M 3.86%
+222,214
9
$702K 2.22%
130,125
-125,082
10
$542K 1.71%
27,727
+7,899
11
$292K 0.92%
27,920
+602
12
$195K 0.62%
37,299
-1,539
13
$13.2K 0.04%
4,083