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WA

Wilshire Advisors Portfolio holdings

AUM $9.96M
1-Year Est. Return 76.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$20.7K

Top Sells

1
+$31.1M
2
+$25.5M
3
+$9.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.67M
5
REET icon
iShares Global REIT ETF
REET
+$4.79M

Sector Composition

1 Financials 0.32%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.32M 39.06%
51,731
-391,820
2
$3.07M 27.8%
28,120
+200
3
$1.79M 16.22%
33,981
-3,318
4
$1.2M 10.84%
12,080
-260,282
5
$638K 5.77%
10,633
-119,492
6
$35.2K 0.32%
27,727
7
– –
-782,038
8
– –
-75,055
9
– –
-222,214
10
– –
-139,130
11
– –
-4,083
12
– –
-237,694
13
– –
-356,127