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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
+0.85%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$322M
AUM Growth
-$13M
Cap. Flow
-$15M
Cap. Flow %
-4.68%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
3
Reduced
1
Closed
–

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.61M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$6.32M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.71M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$785B
$116M 35.98%
562,900
+44,100
+9% +$8.61M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$893B
$77.4M 24.08%
374,700
-181,900
-33% -$35.7M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$987B
$62.7M 19.51%
332,600
+31,900
+11% +$5.71M
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$82.2B
$41.2M 12.82%
417,100
– –
IWB icon
5
iShares Russell 1000 ETF
IWB
$48.6B
$24.5M 7.61%
214,600
+58,500
+37% +$6.32M

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