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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
+8.45%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$522M
AUM Growth
+$15.5M
Cap. Flow
-$26M
Cap. Flow %
-4.99%
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
+$26M

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
$447M 85.74%
1,389,518
-84,500
-6% -$26M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$895B
$37.4M 7.17%
115,700
– –
VOO icon
3
Vanguard S&P 500 ETF
VOO
$989B
$37M 7.09%
125,096
– –

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