WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings703 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1M | $413.9M | 9.8% | $309.10 | +19.78% | 9 qtrssince 2019-Q1 | Increased 68 |
VANGUARD S&P 500 ETF | 1.1M | $387.8M | 9.2% | $268.01 | +26.47% | 9 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US DVD EQUITY ETF | 4.4M | $318.6M | 7.6% | $18.01 | +14.38% | 7 qtrssince 2019-Q3 | Increased 86 |
VANGUARD FTSE DEVELOPED ETF | 5.2M | $256.7M | 6.1% | $36.41 | +15.67% | 9 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TOTAL STOCK MARKET VIPERS | 880,235 | $181.9M | 4.3% | $146.42 | +31.19% | 9 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P MIDCAP ETF | 638,454 | $166.2M | 3.9% | $40.04 | +21.17% | 7 qtrssince 2019-Q3 | Increased 77 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 375,476 | $148.8M | 3.5% | $284.85 | +29.78% | 9 qtrssince 2019-Q1 | Increased 56 |
SCHWAB INTL EQUITY ETF | 3.4M | $129.7M | 3.1% | $12.26 | +31.60% | 5 qtrssince 2020-Q1 | Increased 56 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.2M | $129.4M | 3.1% | $79.55 | +25.83% | 9 qtrssince 2019-Q1 | Increased 68 |
VANGUARD TOTAL INTL STOCK | 1.4M | $85.6M | 2.0% | $46.36 | +15.40% | 9 qtrssince 2019-Q1 | Increased 61 |
VANGUARD MID-CAP ETF | 379,377 | $84M | 2.0% | $45.78 | +11.65% | 5 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 1.6M | $82.7M | 2.0% | $37.78 | +16.88% | 9 qtrssince 2019-Q1 | Increased 57 |
ISHARES US TREASURY BOND ETF | 3M | $79.3M | 1.9% | $21.17 | +7.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 365,487 | $64.7M | 1.5% | $136.45 | +20.89% | 8 qtrssince 2019-Q2 | Increased 51 |
JOHNSON & JOHNSON | 321,792 | $52.9M | 1.3% | $140.85 | +2.28% | 8 qtrssince 2019-Q2 | Increased 75 |
APPLE INC | 430,333 | $52.6M | 1.2% | $117.14 | +1.39% | 8 qtrssince 2019-Q2 | Increased 62 |
VANGUARD SMALL-CAP VIPERS | 232,185 | $49.7M | 1.2% | $157.86 | +25.52% | 5 qtrssince 2020-Q1 | Increased 46 |
SCHWAB US LARGE-CAP ETF | 440,503 | $42.3M | 1.0% | $14.10 | +5.82% | 2 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 174,068 | $41M | 1.0% | $187.45 | +18.95% | 8 qtrssince 2019-Q2 | Increased 47 |
AMAZON.COM INC | 12,515 | $38.7M | 0.9% | $140.78 | +8.51% | 8 qtrssince 2019-Q2 | Increased 62 |
Wealthspire Advisors, LLC manages $4.2B across 703 positions as of Q1 2021. Top holdings: IVV (9.8%), VOO (9.2%), SCHD (7.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 136 new positions, 13 exits, 467 increased. Top move: SCHD (INCREASED, conviction 86). Portfolio: $4.2B across 703 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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