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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 80.95 | 80.95 | 0.00 |
Bonds | 8.84 | 11.80 | 2.96 |
Other | 18.94 | 18.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.68 | 15.61 |
Price to Book | 2.08 | 2.50 |
Price to Sales | 1.48 | 1.72 |
Price to Cash Flow | 9.16 | 10.72 |
Dividend Yield | 2.32 | 2.50 |
5 Years Earnings Growth | 10.39 | 9.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.05 | 21.07 |
Technology | 16.14 | 12.81 |
Industrials | 13.40 | 11.91 |
Healthcare | 13.15 | 15.11 |
Energy | 6.73 | 7.61 |
Consumer Defensive | 6.52 | 8.27 |
Consumer Cyclical | 6.07 | 6.82 |
Communication Services | 4.53 | 5.56 |
Utilities | 3.93 | 5.37 |
Basic Materials | 3.69 | 3.50 |
Real Estate | 2.79 | 3.51 |
Number of long holdings: 555
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 18.94 | - | - | |
Voya VACS Series SC | - | 2.72 | - | - | |
Microsoft | US5949181045 | 1.39 | 415.82 | +0.61% | |
F5 Networks | US3156161024 | 1.36 | 307.44 | +1.36% | |
Citigroup | US1729674242 | 1.24 | 82.33 | +3.61% | |
Wells Fargo&Co | US9497461015 | 1.20 | 81.42 | +1.71% | |
Berkshire Hathaway B | US0846707026 | 1.15 | 477.22 | +0.74% | |
Workday | US98138H1014 | 1.08 | 277.82 | +0.60% | |
LM Ericsson B ADR | US2948216088 | 1.05 | 7.55 | -0.66% | |
Bank of America | US0605051046 | 0.97 | 47.74 | +1.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 487.49M | 2.73 | 4.41 | 6.28 | ||
Wilshire 5000 Index Invmt | 235.07M | 26.45 | 9.95 | 12.30 | ||
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 5000 Index Portfolio Class | 61.24M | 26.72 | 10.18 | 12.59 |
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