WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
-14.03%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$617M
AUM Growth
+$617M
(-8.6%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
5.91%
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
| $534M | 86.47% |
2,134,918
+146,000
| +7% | +$36.5M |
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $41.8M | 6.77% |
181,715
| – | – |
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $41.7M | 6.76% |
165,700
| – | – |
|