WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+3.35%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+199%)
Cap. Flow
+$177M
Cap. Flow
% of AUM
65.41%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$155M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$14.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$7.95M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $219M | 80.96% |
979,104
+692,097
| +241% | +$155M |
|
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $26M | 9.63% |
115,700
+63,000
| +120% | +$14.2M |
|
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $25.4M | 9.41% |
123,939
+38,700
| +45% | +$7.95M |
|