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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
+13.03%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$646M
AUM Growth
+$29.3M
Cap. Flow
-$49.1M
Cap. Flow %
-7.6%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$49.1M

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
$552M 85.41%
1,954,018
-180,900
-8% -$49.1M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$984B
$47.2M 7.3%
181,715
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$891B
$47.2M 7.3%
165,700
– –

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