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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.23 | 0.00 |
Stocks | 98.77 | 98.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.87 | 20.38 |
Price to Book | 4.04 | 3.98 |
Price to Sales | 2.67 | 2.63 |
Price to Cash Flow | 15.23 | 14.42 |
Dividend Yield | 1.37 | 1.53 |
5 Years Earnings Growth | 10.80 | 11.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.75 | 28.65 |
Financial Services | 13.78 | 14.45 |
Consumer Cyclical | 10.90 | 10.47 |
Healthcare | 10.83 | 12.37 |
Industrials | 8.90 | 9.66 |
Communication Services | 8.41 | 8.38 |
Consumer Defensive | 5.43 | 6.11 |
Energy | 3.59 | 3.84 |
Real Estate | 2.74 | 2.29 |
Utilities | 2.49 | 2.79 |
Basic Materials | 2.19 | 2.41 |
Number of long holdings: 2,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.18 | 233.22 | +0.32% | |
NVIDIA | US67066G1040 | 5.61 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 5.23 | 415.82 | +0.61% | |
Amazon.com | US0231351067 | 3.24 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 2.13 | 711.99 | +1.01% | |
Alphabet A | US02079K3059 | 1.68 | 191.60 | +0.14% | |
Tesla | US88160R1014 | 1.62 | 374.32 | -1.02% | |
Alphabet C | US02079K1079 | 1.52 | 193.31 | +0.01% | |
Broadcom | US11135F1012 | 1.26 | 231.36 | -0.28% | |
JPMorgan | US46625H1005 | 1.20 | 276.90 | +2.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 487.49M | 2.73 | 4.41 | 6.28 | ||
Wilshire International Equity Instl | 216.2M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 182.81M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 171.71M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 61.24M | 26.72 | 10.18 | 12.59 |
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