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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
-7.32%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$315M
AUM Growth
-$24.9M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$107M 34.04%
556,600
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$99.4M 31.55%
518,800
– –
VOO icon
3
Vanguard S&P 500 ETF
VOO
$989B
$52.8M 16.77%
300,700
– –
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$81.7B
$38.9M 12.35%
417,100
– –
IWB icon
5
iShares Russell 1000 ETF
IWB
$48.7B
$16.7M 5.3%
156,100
– –

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