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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
+6.37%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$692M
AUM Growth
+$112M
Cap. Flow
+$74M
Cap. Flow %
10.7%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
–
Closed
–

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$45.3M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$28.8M

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
$528M 76.27%
1,978,245
+174,010
+10% +$45.3M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$80.2M 11.59%
326,954
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$54.2M 7.83%
201,500
– –
SCHD icon
4
Schwab US Dividend Equity ETF
SCHD
$98.3B
$29.9M 4.32%
+1,752,471
New +$28.8M

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