WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
-0.2%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$115M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$107M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$56.8M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$43M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$18.1M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$662B
| $115M | 33.92% |
+556,600
| New | +$115M |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$658B
| $107M | 31.41% |
+518,800
| New | +$107M |
|
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $56.8M | 16.7% |
+300,700
| New | +$56.8M |
|
|
4
iShares Russell 1000 Value ETF
IWD
$63.5B
| $43M | 12.65% |
+417,100
| New | +$43M |
|
|
5
iShares Russell 1000 ETF
IWB
$43.2B
| $18.1M | 5.33% |
+156,100
| New | +$18.1M |
|