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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
+2.58%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$365M
Cap. Flow
+$353M
Cap. Flow %
50.77%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$275M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$45M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.4M

Top Sells

No sells this quarter

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
$561M 80.61%
2,318,285
+1,145,906
+98% +$275M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$72.9M 10.49%
328,454
+204,515
+165% +$45M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$61.9M 8.9%
254,200
+138,500
+120% +$33.4M

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