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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 53.760 | 53.760 | 0.000 |
Bonds | 44.890 | 47.280 | 2.390 |
Convertible | 0.280 | 0.280 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 9.890 | 9.890 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.752 | 15.380 |
Price to Book | 2.146 | 2.206 |
Price to Sales | 1.493 | 1.599 |
Price to Cash Flow | 9.547 | 9.268 |
Dividend Yield | 2.128 | 3.032 |
5 Years Earnings Growth | 11.751 | 10.131 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.290 | 17.557 |
Financial Services | 16.590 | 15.146 |
Industrials | 13.150 | 11.386 |
Consumer Cyclical | 12.590 | 8.822 |
Healthcare | 12.510 | 11.163 |
Communication Services | 6.080 | 6.241 |
Consumer Defensive | 4.590 | 7.805 |
Energy | 4.240 | 7.444 |
Basic Materials | 3.920 | 5.094 |
Real Estate | 1.710 | 7.041 |
Utilities | 1.340 | 4.873 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 23.87 | - | - | |
Wilshire Income Opportunities Instl | - | 20.70 | - | - | |
Wilshire Large Company Value Instl | - | 16.67 | - | - | |
Wilshire Large Company Growth Instl | - | 16.02 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 13.64 | - | - | |
Vanguard Mega Cap Index Institutional | - | 2.15 | - | - | |
Fidelity Emerging Markets Idx | - | 2.04 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.72 | - | - | |
Wilshire Small Company Growth Instl | - | 1.55 | - | - | |
Wilshire Small Company Value Instl | - | 1.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire International Equity Instl | 224.97M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 206.73M | 6.35 | 9.65 | 11.52 | ||
Wilshire Large Company Growth Instl | 175.24M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 161.86M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 53.37M | 6.42 | 9.89 | 11.81 |
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