WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+1.29%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$506M
AUM Growth
+$506M
(+1.3%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $437M | 86.44% |
1,474,018
| – | – |
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $34.5M | 6.82% |
115,700
| – | – |
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $34.1M | 6.74% |
125,096
| – | – |
|