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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.68 | 1.69 | 0.01 |
Stocks | 98.31 | 98.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.81 | 19.91 |
Price to Book | 3.80 | 3.85 |
Price to Sales | 2.48 | 2.52 |
Price to Cash Flow | 14.24 | 14.05 |
Dividend Yield | 1.47 | 1.57 |
5 Years Earnings Growth | 12.05 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.94 | 27.68 |
Financial Services | 12.70 | 14.15 |
Healthcare | 11.99 | 13.32 |
Consumer Cyclical | 10.28 | 10.12 |
Industrials | 8.84 | 9.82 |
Communication Services | 8.29 | 8.18 |
Consumer Defensive | 5.52 | 6.36 |
Energy | 3.86 | 4.04 |
Real Estate | 2.83 | 2.41 |
Basic Materials | 2.37 | 2.60 |
Utilities | 2.37 | 2.72 |
Number of long holdings: 2,238
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.33 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 5.65 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 5.19 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.19 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 1.92 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 1.86 | 164.76 | -1.71% | |
Alphabet C | US02079K1079 | 1.69 | 166.57 | -1.58% | |
Broadcom | US11135F1012 | 1.36 | 164.23 | +0.18% | |
Eli Lilly | US5324571083 | 1.26 | 748.01 | -0.25% | |
Tesla | US88160R1014 | 1.19 | 352.56 | +3.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 488.77M | 12.84 | 3.81 | 6.16 | ||
Wilshire International Equity Instl | 213M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 181.3M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 169.55M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 60.65M | 20.01 | 10.12 | 12.55 |
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