WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
This Quarter Return
+19.66%
1 Year Return
+12.82%
3 Year Return
+33.44%
5 Year Return
+76.27%
10 Year Return
–
AUM
$442M
AUM Growth
+$442M
(+9.6%)
Cap. Flow
-$40.7M
Cap. Flow
% of AUM
-9.19%
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
| $371M | 83.89% |
1,203,618
-131,900
| -10% | -$40.7M |
|
2
iShares Core S&P 500 ETF
IVV
$662B
| $35.8M | 8.1% |
115,700
| – | – |
|
3
Vanguard S&P 500 ETF
VOO
$726B
| $35.5M | 8.01% |
125,096
| – | – |
|