WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+6.15%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(+6.1%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$662B
| $114M | 34.09% |
556,600
| – | – |
|
2
SPDR S&P 500 ETF Trust
SPY
$658B
| $106M | 31.62% |
518,800
| – | – |
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $56.2M | 16.8% |
300,700
| – | – |
|
4
iShares Russell 1000 Value ETF
IWD
$63.5B
| $40.8M | 12.2% |
417,100
| – | – |
|
5
iShares Russell 1000 ETF
IWB
$43.2B
| $17.7M | 5.29% |
156,100
| – | – |
|