Asset Manager
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Wilshire Advisors LLC
Market Value
$12M
-100.0%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
1
Reduced
5
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 5 | $11M | 92.3% |
| Small Cap | 1 | $842K | 7.3% |
| Micro Cap | 2 | $57K | 0.5% |
Portfolio Analytics
Avg Market Cap
$76.6B
Median Market Cap
$63.1B
Avg P/E
300.0
Median P/E
300.0
Avg Dividend Yield
—%
Avg Beta
1.48
# Stocks
3
# ETFs / Funds
5
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | 36.11% | 46,863 | $4M | $89.46 | -$85K | -2,130 | -4.3% | |
| 2 | AGG | 20.51% | 23,842 | $2M | $99.88 | -$29K | -199 | -0.8% | |
| 3 | IGSB | 15.52% | 34,075 | $2M | $52.88 | -$126 | +94 | +0.3% | |
| 4 | IJR | 15.04% | 14,532 | $2M | $120.18 | -$87K | -898 | -5.8% | |
| 5 | OMDA | 7.26% | 53,383 | $842K | $15.78 | — | +53,383 | — | NEW |
| 6 | IEMG | 5.07% | 8,759 | $589K | $67.22 | -$22K | -506 | -5.5% | |
| 7 | LDI | 0.49% | 27,727 | $57K | $2.07 | -$17.0B | -5,496,925 | -99.5% | |
| 8 | FATE | —% | — | — | — | -$10.7B | -8,486,822 | -100.0% | SOLD |