WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$107M
3
+$56.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$43M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$18.1M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 33.92%
+556,600
2
$107M 31.41%
+518,800
3
$56.8M 16.7%
+300,700
4
$43M 12.65%
+417,100
5
$18.1M 5.33%
+156,100