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
$65.6M
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$113M
2
+$67M
3
+$46.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$21.3M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$15.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 33.21%
211,000
-206,100
2
$17.6M 26.77%
91,339
-241,261
3
$11.8M 18.04%
56,200
-318,500
4
$9.87M 15.04%
84,400
-130,200
5
$4.55M 6.93%
21,700
-541,200