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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
+3.9%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$580M
AUM Growth
-$116M
Cap. Flow
-$140M
Cap. Flow %
-24.18%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$127M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$340K

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
$785B
$453M 78.19%
1,804,235
-514,050
-22% -$127M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$987B
$75.4M 13.02%
326,954
-1,500
-0.5% -$340K
IVV icon
3
iShares Core S&P 500 ETF
IVV
$893B
$51M 8.79%
201,500
-52,700
-21% -$13.1M

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