WMA

White Mountains Advisors Portfolio holdings

AUM $84.7M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
-$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$30.8M
2
+$29.9M
3
+$20.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$490M 82.7%
1,861,118
-117,127
2
$58.5M 9.88%
241,715
-85,239
3
$44M 7.42%
165,700
-35,800
4
– –
-1,752,471