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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
-14.03%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$617M
AUM Growth
-$58.2M
Cap. Flow
+$39.4M
Cap. Flow %
6.38%
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
+$39.4M

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
$534M 86.47%
2,134,918
+146,000
+7% +$39.4M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$41.8M 6.77%
181,715
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$895B
$41.7M 6.76%
165,700
– –

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