WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+13.03%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$646M
AUM Growth
+$646M
(+4.7%)
Cap. Flow
-$51.1M
Cap. Flow
% of AUM
-7.91%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $552M | 85.41% |
1,954,018
-180,900
| -8% | -$51.1M |
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $47.2M | 7.3% |
181,715
| – | – |
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $47.2M | 7.3% |
165,700
| – | – |
|