WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings44 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 5.2M | $213.4M | 19.8% | $33.05 | 0.00% | 1 qtr | New 95 |
VANGUARD S&P 500 ETF | 697,782 | $181.1M | 16.8% | $233.75 | 0.00% | 1 qtr | New 95 |
ISHARES US TREASURY BOND ETF | 6.6M | $166.8M | 15.5% | $21.10 | 0.00% | 1 qtr | New 95 |
ISHARES CORE S&P 500 ETF | 392,927 | $111.8M | 10.4% | $255.40 | 0.00% | 1 qtr | New 94 |
VANGUARD TOTAL STOCK MARKET VIPERS | 601,476 | $87M | 8.1% | $130.70 | 0.00% | 1 qtr | New 93 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 669,081 | $51.6M | 4.8% | $69.34 | 0.00% | 1 qtr | New 82 |
VANGUARD TOTAL INTL STOCK | 963,789 | $50M | 4.6% | $41.90 | 0.00% | 1 qtr | New 82 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 176,395 | $49.8M | 4.6% | $255.16 | 0.00% | 1 qtr | New 82 |
VANGUARD FTSE EMERGING MARKETS | 981,180 | $41.7M | 3.9% | $34.28 | 0.00% | 1 qtr | New 82 |
ISHARES TR | 339,100 | $37M | 3.4% | $87.90 | 0.00% | 1 qtr | New 81 |
VANGUARD TOTAL BOND MARKET | 190,934 | $15.5M | 1.4% | $65.00 | 0.00% | 1 qtr | New 65 |
ISHARES 3-7 YEAR TREASURY BO | 116,994 | $14.4M | 1.3% | $104.95 | 0.00% | 1 qtr | New 65 |
SPDR BLOOMBERG 1-3 MONTH T-B | 91,956 | $8.4M | 0.8% | $75.45 | 0.00% | 1 qtr | New 55 |
ISHARES NATIONAL MUNI BOND E | 73,156 | $8.1M | 0.8% | $92.15 | 0.00% | 1 qtr | New 55 |
VANGUARD INTERMEDIATE-TERM T | 105,240 | $6.8M | 0.6% | $52.86 | 0.00% | 1 qtr | New 54 |
ISHARES CORE S&P TOTAL U.S. | 93,984 | $6.1M | 0.6% | $58.06 | 0.00% | 1 qtr | New 54 |
SPDR S&P DIVIDEND ETF ETF | 56,600 | $5.6M | 0.5% | $83.09 | 0.00% | 1 qtr | New 54 |
ISHARES 1-3 YEAR TREASURY BO | 35,226 | $3M | 0.3% | $70.94 | 0.00% | 1 qtr | New 45 |
ISHARES IBOXX INVESTMENT GRA | 21,932 | $2.6M | 0.2% | $91.57 | 0.00% | 1 qtr | New 44 |
VANGUARD TAX-EXEMPT BOND ETF | 49,230 | $2.6M | 0.2% | $43.14 | 0.00% | 1 qtr | New 44 |
Wealthspire Advisors, LLC manages $1.1B across 44 positions as of Q1 2019. Top holdings: VEA (19.8%), VOO (16.8%), GOVT (15.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 44 new positions, 0 exits, 0 increased. Top move: VEA (NEW, conviction 95). Portfolio: $1.1B across 44 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer