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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 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 | 15.93 |
| Price to Book | 2.08 | 2.54 |
| Price to Sales | 1.48 | 1.77 |
| Price to Cash Flow | 9.16 | 10.54 |
| Dividend Yield | 2.32 | 2.45 |
| 5 Years Earnings Growth | 10.39 | 9.20 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 23.05 | 21.30 |
| Technology | 16.14 | 13.46 |
| Industrials | 13.40 | 11.87 |
| Healthcare | 13.15 | 14.57 |
| Energy | 6.73 | 7.30 |
| Consumer Defensive | 6.52 | 7.95 |
| Consumer Cyclical | 6.07 | 7.22 |
| Communication Services | 4.53 | 6.05 |
| Utilities | 3.93 | 5.24 |
| Basic Materials | 3.69 | 3.39 |
| Real Estate | 2.79 | 3.37 |
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 | 510.58 | +1.45% | |
| F5 Networks | US3156161024 | 1.36 | 236.88 | -0.83% | |
| Citigroup | US1729674242 | 1.24 | 101.14 | +0.47% | |
| Wells Fargo&Co | US9497461015 | 1.20 | 84.85 | +0.18% | |
| Berkshire Hathaway B | US0846707026 | 1.15 | 510.77 | -0.46% | |
| Workday | US98138H1014 | 1.08 | 233.54 | +4.49% | |
| LM Ericsson B ADR | US2948216088 | 1.05 | 9.80 | -0.51% | |
| Bank of America | US0605051046 | 0.97 | 52.67 | -0.38% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Wilshire VIT Global Allocation Fund | 512.71M | 16.51 | 15.82 | 7.42 | ||
| Wilshire 5000 Index Invmt | 236.85M | 26.45 | 9.95 | 12.30 | ||
| Wilshire International Equity Instl | 235.72M | 4.93 | 3.49 | 6.86 | ||
| Wilshire Large Company Growth Instl | 196.57M | 36.31 | 10.06 | 14.79 | ||
| Wilshire 5000 Index Portfolio Class | 63.43M | 26.72 | 10.18 | 12.59 |
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