Asset Manager
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Wilshire Advisors LLC
Market Value
$27.7B
+59735.4%
Holdings
7
-6
New Purchases
1
Added To
2
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
14.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FATE | 38.65% | 0.00% | +38.65% | $10.7B |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 5 | $11M | 0.0% |
| Small Cap | 1 | $17.0B | 61.3% |
| Micro Cap | 1 | $10.7B | 38.7% |
Portfolio Analytics
Avg Market Cap
$85.3B
Median Market Cap
$103.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.39
# Stocks
2
# ETFs / Funds
5
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LDI | 61.31% | 5,524,652 | $17.0B | $3,070.00 | $16.9B | +5,496,925 | +19825.2% | |
| 2 | FATE | 38.65% | 8,486,822 | $10.7B | $1,260.00 | — | +8,486,822 | — | NEW |
| 3 | IEFA | 0.02% | 48,993 | $4M | $87.31 | -$41K | -2,738 | -5.3% | |
| 4 | AGG | 0.01% | 24,041 | $2M | $100.25 | $1M | +11,961 | +99.0% | |
| 5 | IJR | 0.01% | 15,430 | $2M | $118.83 | -$1M | -12,690 | -45.1% | |
| 6 | IGSB | 0.01% | 33,981 | $2M | $53.03 | $9K | — | — | |
| 7 | IEMG | —% | 9,265 | $611K | $65.92 | -$28K | -1,368 | -12.9% |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| FATE | $10.7B | 38.65% |