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
$90.5M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M

Top Sells

1
+$21.8M
2
+$9.87M
3
+$1.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$761K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 68.61%
287,007
+265,307
2
$16.9M 18.72%
85,239
-6,100
3
$11.5M 12.67%
52,700
-3,500
4
– –
-84,400
5
– –
-211,000