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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
+4.32%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow %
97.77%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$100M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.9M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$989B
$103M 53.87%
+544,885
New +$100M
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$81.7B
$63.4M 33.25%
+607,059
New +$61.9M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$24.6M 12.89%
+119,565
New +$24M

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