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
$38.6M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.15M
3
+$1.19M

Top Sells

1
+$1.46M
2
+$233K
3
+$85.3K

Sector Composition

1 Financials 43.95%
2 Healthcare 27.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 43.95%
5,524,652
+5,496,925
2
$10.7M 27.71%
+8,486,822
3
$4.28M 11.09%
48,993
-2,738
4
$2.41M 6.25%
24,041
+11,961
5
$1.83M 4.75%
15,430
-12,690
6
$1.8M 4.67%
33,981
7
$611K 1.58%
9,265
-1,368