WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+8.45%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$522M
AUM Growth
+$522M
(+3.1%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-5.21%
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
| $447M | 85.74% |
1,389,518
-84,500
| -6% | -$27.2M |
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $37.4M | 7.17% |
115,700
| – | – |
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $37M | 7.09% |
125,096
| – | – |
|