Asset Manager
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Wilshire Advisors LLC
Market Value
$10M
+3.7%
Holdings
8
+1
New Purchases
2
Added To
0
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
37.5%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 7 | $10M | 99.7% |
| Micro Cap | 1 | $35K | 0.3% |
Portfolio Analytics
Avg Market Cap
$96.6B
Median Market Cap
$111.8B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.16
# Stocks
1
# ETFs / Funds
7
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | 38.43% | 41,128 | $4M | $96.58 | $183K | -726 | -1.7% | |
| 2 | IJH | 17.06% | 22,862 | $2M | $77.11 | — | +22,862 | — | NEW |
| 3 | GOVT | 16.05% | 72,841 | $2M | $22.78 | — | +72,841 | — | NEW |
| 4 | IJR | 11.85% | 8,259 | $1M | $148.31 | -$486K | -5,506 | -40.0% | |
| 5 | IGSB | 10.87% | 21,439 | $1M | $52.41 | -$548K | -10,365 | -32.6% | |
| 6 | IEMG | 5.40% | 6,739 | $558K | $82.84 | $28K | -860 | -11.3% | |
| 7 | LDI | 0.34% | 27,727 | $35K | $1.25 | -$5K | — | — | |
| 8 | AGG | —% | — | — | — | -$2M | -22,396 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| AGG | — | —% |