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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
+3.07%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$559M
AUM Growth
-$33.3M
Cap. Flow
-$51.3M
Cap. Flow %
-9.17%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$36.4M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$14.9M

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
$468M 83.79%
1,726,418
-134,700
-7% -$36.4M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$45.3M 8.11%
181,715
-60,000
-25% -$14.9M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$45.2M 8.09%
165,700
– –

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