WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
1-Year Est. Return
12.82%
1 Year Est. Return
+12.82%
AUM
$84.7M
AUM Growth
-$358M
(-81%)
Holding
3
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$678B
| $63.9M | 75.43% |
190,803
-1,012,815
|
|
||
2
Vanguard S&P 500 ETF
VOO
$777B
| $16.9M | 20.01% |
55,096
-70,000
|
|
||
3
iShares Core S&P 500 ETF
IVV
$678B
| $3.87M | 4.56% |
11,500
-104,200
|
|