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WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Fund
S&P 500
This Quarter Est. Return
+8.59%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$84.7M
AUM Growth
-$358M
Cap. Flow
-$392M
Cap. Flow %
-462.34%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$336M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.7M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$63.9M 75.43%
190,803
-1,012,815
-84% -$336M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$16.9M 20.01%
55,096
-70,000
-56% -$21.3M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$3.87M 4.56%
11,500
-104,200
-90% -$34.7M

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