WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+4.32%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$103M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$63.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$24.6M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$726B
| $103M | 53.87% |
+544,885
| New | +$103M |
|
|
2
iShares Russell 1000 Value ETF
IWD
$63.5B
| $63.4M | 33.25% |
+607,059
| New | +$63.4M |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| $24.6M | 12.89% |
+119,565
| New | +$24.6M |
|