WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings44 positions
VANGUARD FTSE DEVELOPED ETF | 5.2M | $213.4M | 19.8% | $32.74 | 0.00% | 1 qtr | First report 0 |
VANGUARD S&P 500 ETF | 697,782 | $181.1M | 16.8% | $231.74 | 0.00% | 1 qtr | First report 0 |
ISHARES US TREASURY BOND ETF | 6.6M | $166.8M | 15.5% | $21.10 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P 500 ETF | 392,927 | $111.8M | 10.4% | $253.31 | 0.00% | 1 qtr | First report 0 |
VANGUARD TOTAL STOCK MKT ETF | 601,476 | $87M | 8.1% | $129.59 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P SMALL-CAP E | 669,081 | $51.6M | 4.8% | $68.77 | 0.00% | 1 qtr | First report 0 |
VANGUARD TOTAL INTL STOCK | 963,789 | $50M | 4.6% | $41.59 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF TRUST | 176,395 | $49.8M | 4.6% | $253.19 | 0.00% | 1 qtr | First report 0 |
VANGUARD FTSE EMERGING MARKE | 981,180 | $41.7M | 3.9% | $34.17 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE U.S. AGGREGATE | 339,100 | $37M | 3.4% | $87.90 | 0.00% | 1 qtr | First report 0 |
VANGUARD TOTAL BOND MARKET | 190,934 | $15.5M | 1.4% | $65.00 | 0.00% | 1 qtr | First report 0 |
ISHARES 3-7 YEAR TREASURY BO | 116,994 | $14.4M | 1.3% | $104.95 | 0.00% | 1 qtr | First report 0 |
SPDR BBG BARC 1-3 MONTH TBIL | 91,956 | $8.4M | 0.8% | $75.00 | 0.00% | 1 qtr | First report 0 |
ISHARES NATIONAL MUNI BOND E | 73,156 | $8.1M | 0.8% | $92.15 | 0.00% | 1 qtr | First report 0 |
VANGUARD INTERMEDIATE-TERM T | 105,240 | $6.8M | 0.6% | $52.86 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P TOTAL U.S. | 93,984 | $6.1M | 0.6% | $57.63 | 0.00% | 1 qtr | First report 0 |
SPDR S&P DIVIDEND ETF | 56,600 | $5.6M | 0.5% | $81.55 | 0.00% | 1 qtr | First report 0 |
ISHARES 1-3 YEAR TREASURY BO | 35,226 | $3M | 0.3% | $70.94 | 0.00% | 1 qtr | First report 0 |
ISHARES IBOXX INVESTMENT GRA | 21,932 | $2.6M | 0.2% | $90.80 | 0.00% | 1 qtr | First report 0 |
VANGUARD TAX-EXEMPT BOND ETF | 49,230 | $2.6M | 0.2% | $43.14 | 0.00% | 1 qtr | First report 0 |
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: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
First quarter we have for this fund: 44 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
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