WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+5.46%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$331M
AUM Growth
+$331M
(+22%)
Cap. Flow
+$45.6M
Cap. Flow
% of AUM
13.78%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $276M | 83.59% |
1,172,379
+193,275
| +20% | +$45.6M |
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $27.5M | 8.3% |
115,700
| – | – |
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $26.8M | 8.11% |
123,939
| – | – |
|