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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
+7.16%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$675M
AUM Growth
+$116M
Cap. Flow
+$74.7M
Cap. Flow %
11.07%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$74.7M

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
$782B
$578M 85.63%
1,988,918
+262,500
+15% +$74.7M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$984B
$48.5M 7.19%
181,715
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$891B
$48.5M 7.18%
165,700
– –

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