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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
+3.71%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$500M
AUM Growth
-$147M
Cap. Flow
-$168M
Cap. Flow %
-33.56%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$138M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.5M

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
$432M 86.44%
1,474,018
-480,000
-25% -$138M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$895B
$34.1M 6.83%
115,700
-50,000
-30% -$14.5M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$989B
$33.7M 6.74%
125,096
-56,619
-31% -$15M

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