Asset Manager
← All Institutions
Wilshire Advisors LLC
Market Value
$19.5B
+7025.1%
Holdings
13
+2
New Purchases
2
Added To
5
Closed
0
Reduced
4
Top 10 Concentration
97.4%
Turnover
15.4%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $407M | 2.1% |
| Large Cap | 7 | $11.4B | 58.2% |
| Mid Cap | 2 | $5.9B | 30.3% |
| Small Cap | 1 | $542M | 2.8% |
| Micro Cap | 2 | $1.3B | 6.6% |
Portfolio Analytics
Avg Market Cap
$117.4B
Median Market Cap
$21.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.05
# Stocks
3
# ETFs / Funds
10
Top Holdings (13 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | REET | 24.05% | 782,038 | $4.7B | $5,999.54 | $4.7B | +109,303 | +16.2% | |
| 2 | STIP | 18.65% | 356,127 | $3.6B | $10,216.20 | $3.6B | +52,055 | +17.1% | |
| 3 | IEFA | 17.20% | 443,551 | $3.4B | $7,565.08 | $3.3B | -384,055 | -46.4% | |
| 4 | AGG | 12.82% | 272,362 | $2.5B | $9,179.84 | $2.5B | -230,723 | -45.9% | |
| 5 | ALLK | 6.57% | 75,055 | $1.3B | $17,082.53 | $1.3B | — | — | |
| 6 | EEMV | 6.26% | 222,214 | $1.2B | $5,494.92 | — | +222,214 | — | NEW |
| 7 | IEMG | 3.60% | 130,125 | $702M | $5,397.12 | $689M | -125,082 | -49.0% | |
| 8 | EFA | 3.42% | 139,130 | $667M | $4,794.94 | — | +139,130 | — | NEW |
| 9 | LDI | 2.78% | 27,727 | $542M | $19,551.23 | $542M | +7,899 | +39.8% | |
| 10 | IVV | 2.08% | 237,694 | $407M | $1,711.18 | $305M | +65,211 | +37.8% | |
| 11 | IJR | 1.50% | 27,920 | $292M | $10,458.45 | $289M | +602 | +2.2% | |
| 12 | IGSB | 1.00% | 37,299 | $195M | $5,236.07 | $193M | -1,539 | -4.0% | |
| 13 | FATE | 0.07% | 4,083 | $13M | $3,226.06 | $13M | — | — |