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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
+3.29%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$90.5M
AUM Growth
+$24.9M
Cap. Flow
+$23.7M
Cap. Flow %
26.22%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
2
Closed
2

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$57.3M

Top Sells

1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$21.8M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$9.87M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$62.1M 68.61%
287,007
+265,307
+1,223% +$57.3M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$16.9M 18.72%
85,239
-6,100
-7% -$1.21M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$11.5M 12.67%
52,700
-3,500
-6% -$761K
IWB icon
4
iShares Russell 1000 ETF
IWB
$48.7B
– –
-84,400
Closed -$9.87M
IWD icon
5
iShares Russell 1000 Value ETF
IWD
$81.7B
– –
-211,000
Closed -$21.8M

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