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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 82.76 | 82.76 | 0.00 |
Bonds | 9.78 | 12.71 | 2.93 |
Other | 17.11 | 17.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.30 | 15.13 |
Price to Book | 2.02 | 2.39 |
Price to Sales | 1.36 | 1.61 |
Price to Cash Flow | 8.67 | 10.06 |
Dividend Yield | 2.19 | 2.64 |
5 Years Earnings Growth | 11.51 | 9.58 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.55 | 20.55 |
Technology | 17.95 | 12.39 |
Industrials | 14.53 | 11.92 |
Healthcare | 12.53 | 15.22 |
Energy | 7.62 | 8.58 |
Consumer Cyclical | 6.49 | 6.44 |
Communication Services | 5.05 | 5.44 |
Consumer Defensive | 4.44 | 8.51 |
Basic Materials | 3.90 | 3.92 |
Real Estate | 2.33 | 3.57 |
Utilities | 1.61 | 5.06 |
Number of long holdings: 548
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 17.11 | - | - | |
Voya VACS Series SC | - | 2.69 | - | - | |
Microsoft | US5949181045 | 1.60 | 442.57 | +0.22% | |
Wells Fargo&Co | US9497461015 | 1.36 | 57.40 | +0.23% | |
Citigroup | US1729674242 | 1.29 | 59.33 | -1.49% | |
Elevance Health | US0367521038 | 1.24 | 534.81 | -0.73% | |
Berkshire Hathaway B | US0846707026 | 1.04 | 405.54 | -0.09% | |
APA Corp | US03743Q1085 | 1.02 | 27.82 | -2.63% | |
Alphabet A | US02079K3059 | 0.98 | 176.79 | +0.93% | |
F5 Networks | US3156161024 | 0.97 | 167.58 | -0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 485.43M | 5.78 | 1.52 | 5.39 | ||
Wilshire International Equity Instl | 221.07M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 211.63M | 9.74 | 7.56 | 11.53 | ||
Wilshire Large Company Growth Instl | 182.91M | 3.83 | 7.60 | 13.04 | ||
Wilshire 5000 Index Portfolio Class | 54.68M | 6.42 | 9.89 | 11.81 |
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