WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+2.58%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$695M
AUM Growth
+$695M
(+110%)
Cap. Flow
+$356M
Cap. Flow
% of AUM
51.23%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$277M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$45.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$33.7M |
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
| $561M | 80.61% |
2,318,285
+1,145,906
| +98% | +$277M |
|
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $72.9M | 10.49% |
328,454
+204,515
| +165% | +$45.4M |
|
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $61.9M | 8.9% |
254,200
+138,500
| +120% | +$33.7M |
|