WMA
White Mountains Advisors Portfolio holdings
AUM
$84.7M
1-Year Est. Return
12.82%
1 Year Est. Return
+12.82%
AUM
$442M
AUM Growth
+$38.7M
(+9.6%)
Holding
3
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$679B
| $371M | 83.89% |
1,203,618
-131,900
|
|
||
2
iShares Core S&P 500 ETF
IVV
$679B
| $35.8M | 8.1% |
115,700
|
|
||
3
Vanguard S&P 500 ETF
VOO
$778B
| $35.5M | 8.01% |
125,096
|
|