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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.31 | 1.33 | 0.02 |
Stocks | 98.69 | 98.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.75 | 19.73 |
Price to Book | 3.64 | 3.71 |
Price to Sales | 2.32 | 2.37 |
Price to Cash Flow | 13.55 | 13.65 |
Dividend Yield | 1.49 | 1.60 |
5 Years Earnings Growth | 12.13 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.66 | 26.55 |
Financial Services | 12.70 | 14.25 |
Healthcare | 12.56 | 13.72 |
Consumer Cyclical | 10.78 | 10.26 |
Industrials | 9.30 | 10.16 |
Communication Services | 8.24 | 8.18 |
Consumer Defensive | 5.65 | 6.51 |
Energy | 3.88 | 4.41 |
Real Estate | 2.82 | 2.38 |
Basic Materials | 2.34 | 2.74 |
Utilities | 2.07 | 2.40 |
Number of long holdings: 2,262
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.11 | 414.74 | +0.59% | |
Apple | US0378331005 | 5.64 | 183.05 | -0.69% | |
NVIDIA | US67066G1040 | 3.75 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 3.19 | 187.48 | -1.07% | |
Meta Platforms | US30303M1027 | 2.22 | 476.20 | +0.16% | |
Alphabet A | US02079K3059 | 1.64 | 168.65 | -0.77% | |
Alphabet C | US02079K1079 | 1.39 | 170.29 | -0.75% | |
Eli Lilly | US5324571083 | 1.27 | 760.26 | -1.46% | |
Tesla | US88160R1014 | 1.12 | 168.47 | -2.04% | |
Broadcom | US11135F1012 | 1.10 | 1,332.80 | +2.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 481.34M | 2.33 | 0.86 | 5.20 | ||
Wilshire International Equity Instl | 225.66M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 177.53M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 166.19M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 52.93M | 6.42 | 9.89 | 11.81 |
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