WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings558 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1.1M | $256.6M | 10.8% | $228.62 | -3.44% | 5 qtrssince 2019-Q1 | Increased 87 |
ISHARES CORE S&P 500 ETF | 770,815 | $199.2M | 8.3% | $249.68 | -3.43% | 5 qtrssince 2019-Q1 | Increased 95 |
VANGUARD FTSE DEVELOPED ETF | 5M | $166.8M | 7.0% | $33.12 | -15.59% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 5.5M | $153.3M | 6.4% | $21.17 | +12.78% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 698,440 | $90M | 3.8% | $129.30 | -6.93% | 5 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 3M | $77.2M | 3.2% | $10.85 | 0.00% | 1 qtr | New 82 |
ACCENTURE PLC-CL A | 448,944 | $73.3M | 3.1% | $147.40 | -0.20% | 4 qtrssince 2019-Q2 | Increased 88 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 236,061 | $60.8M | 2.6% | $251.71 | -4.18% | 5 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1M | $56.9M | 2.4% | $64.95 | -20.86% | 5 qtrssince 2019-Q1 | Increased 65 |
SCHWAB US DVD EQUITY ETF | 1.2M | $56M | 2.3% | $13.63 | -8.83% | 3 qtrssince 2019-Q3 | Increased 81 |
VANGUARD MID-CAP ETF | 372,462 | $49M | 2.1% | $29.93 | 0.00% | 1 qtr | New 76 |
VANGUARD TOTAL INTL STOCK | 926,761 | $38.9M | 1.6% | $41.81 | -15.98% | 5 qtrssince 2019-Q1 | Increased 47 |
SCHWAB US LARGE-CAP ETF | 634,700 | $38.9M | 1.6% | $9.54 | 0.00% | 1 qtr | New 66 |
VANGUARD FTSE EMERGING MARKETS | 1.1M | $38.2M | 1.6% | $33.70 | -17.33% | 5 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P MIDCAP ETF | 264,669 | $38.1M | 1.6% | $27.69 | -3.43% | 3 qtrssince 2019-Q3 | Increased 74 |
ISHARES TR | 296,950 | $34.3M | 1.4% | $87.90 | +8.63% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 188,920 | $29.8M | 1.2% | $148.46 | +2.76% | 4 qtrssince 2019-Q2 | Increased 73 |
APPLE INC | 114,327 | $29.1M | 1.2% | $60.39 | +1.56% | 4 qtrssince 2019-Q2 | Increased 73 |
FIRST TRUST NORTH AMERICAN E | 1.4M | $25.5M | 1.1% | $16.04 | -12.48% | 4 qtrssince 2019-Q2 | Increased 73 |
VANGUARD EXTENDED MARKET ETF | 255,115 | $23.1M | 1.0% | $87.50 | -2.67% | 4 qtrssince 2019-Q2 | Increased 65 |
Wealthspire Advisors, LLC manages $2.4B across 558 positions as of Q1 2020. Top holdings: VOO (10.8%), IVV (8.3%), VEA (7.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 351 new positions, 8 exits, 188 increased. Top move: IVV (INCREASED, conviction 95). Portfolio: $2.4B across 558 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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