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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
-0.2%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$347M
Cap. Flow %
102.05%
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$109M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$43.7M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$18.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$895B
$115M 33.92%
+556,600
New +$118M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$107M 31.41%
+518,800
New +$109M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$988B
$56.8M 16.7%
+300,700
New +$58M
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$82.2B
$43M 12.65%
+417,100
New +$43.7M
IWB icon
5
iShares Russell 1000 ETF
IWB
$48.7B
$18.1M 5.33%
+156,100
New +$18.4M

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