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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 52.740 | 52.740 | 0.000 |
Bonds | 50.130 | 53.430 | 3.300 |
Convertible | 0.310 | 0.310 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 10.320 | 10.320 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.199 | 15.825 |
Price to Book | 2.185 | 2.337 |
Price to Sales | 1.591 | 1.742 |
Price to Cash Flow | 9.529 | 9.946 |
Dividend Yield | 2.228 | 2.884 |
5 Years Earnings Growth | 12.571 | 10.574 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.970 | 18.790 |
Financial Services | 16.760 | 15.090 |
Industrials | 12.320 | 11.025 |
Healthcare | 11.830 | 11.262 |
Consumer Cyclical | 11.780 | 8.366 |
Communication Services | 6.410 | 6.286 |
Consumer Defensive | 4.930 | 7.694 |
Energy | 4.280 | 6.999 |
Basic Materials | 3.860 | 4.772 |
Utilities | 2.010 | 5.264 |
Real Estate | 1.840 | 7.121 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 23.52 | - | - | |
Wilshire Income Opportunities Instl | - | 21.04 | - | - | |
Wilshire Large Company Value Instl | - | 16.80 | - | - | |
Wilshire Large Company Growth Instl | - | 15.41 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.03 | - | - | |
Vanguard Mega Cap Index Institutional | - | 2.06 | - | - | |
Fidelity Emerging Markets Idx | - | 2.00 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.98 | - | - | |
Wilshire Small Company Value Instl | - | 1.61 | - | - | |
Wilshire Small Company Growth Instl | - | 1.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 232.33M | 19.81 | 9.92 | 12.26 | ||
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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