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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
+19.66%
1 Year Est. Return
+12.82%
3 Year Est. Return
+33.44%
5 Year Est. Return
+76.27%
10 Year Est. Return
–
AUM
$442M
AUM Growth
+$38.7M
Cap. Flow
-$38.6M
Cap. Flow %
-8.73%
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
+$38.6M

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
$371M 83.89%
1,203,618
-131,900
-10% -$38.6M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$895B
$35.8M 8.1%
115,700
– –
VOO icon
3
Vanguard S&P 500 ETF
VOO
$989B
$35.5M 8.01%
125,096
– –

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