WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+7.16%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$675M
AUM Growth
+$675M
(+21%)
Cap. Flow
+$76.3M
Cap. Flow
% of AUM
11.3%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $578M | 85.63% |
1,988,918
+262,500
| +15% | +$76.3M |
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $48.5M | 7.19% |
181,715
| – | – |
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $48.5M | 7.18% |
165,700
| – | – |
|