WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings533 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.8M | $754.1M | 12.9% | $347.38 | +12.34% | 17 qtrssince 2019-Q1 | Increased 66 |
SCHWAB US DVD EQUITY ETF | 6M | $441.8M | 7.6% | $19.25 | +12.86% | 15 qtrssince 2019-Q3 | Increased 61 |
VANGUARD S&P 500 ETF | 1.1M | $411.2M | 7.1% | $274.18 | +30.34% | 17 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 7.8M | $353.8M | 6.1% | $37.67 | +8.45% | 17 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P MIDCAP ETF | 1.3M | $329.4M | 5.7% | $44.63 | +5.95% | 15 qtrssince 2019-Q3 | Increased 63 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 562,614 | $230.3M | 4.0% | $346.58 | +12.39% | 17 qtrssince 2019-Q1 | Increased 56 |
VANGUARD TOTAL INTL STOCK | 3.3M | $183.4M | 3.1% | $47.99 | +4.03% | 17 qtrssince 2019-Q1 | Increased 60 |
SCHWAB INTL EQUITY ETF | 5M | $175.3M | 3.0% | $13.11 | +19.94% | 13 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 707,078 | $144.3M | 2.5% | $149.90 | +29.23% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $143.3M | 2.5% | $83.48 | +8.55% | 17 qtrssince 2019-Q1 | Increased 55 |
VANGUARD MID-CAP ETF | 556,943 | $117.5M | 2.0% | $47.57 | +5.36% | 13 qtrssince 2020-Q1 | Increased 52 |
VANGUARD FTSE EMERGING MARKETS | 2.7M | $108.2M | 1.9% | $38.55 | -4.40% | 17 qtrssince 2019-Q1 | Increased 53 |
VANGUARD LARGE-CAP ETF | 484,492 | $90.5M | 1.6% | $157.86 | +12.58% | 16 qtrssince 2019-Q2 | Increased 52 |
VANGUARD EXTENDED MARKET ETF | 610,155 | $85.5M | 1.5% | $146.10 | -9.12% | 16 qtrssince 2019-Q2 | Increased 49 |
ISHARES MSCI GLOBAL MIN VOL | 857,897 | $83M | 1.4% | $87.51 | +2.61% | 4 qtrssince 2022-Q2 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 1.6M | $76.5M | 1.3% | $42.61 | +4.84% | 13 qtrssince 2020-Q1 | Increased 48 |
VANGUARD GROWTH ETF | 269,060 | $67.1M | 1.2% | $35.44 | +15.37% | 13 qtrssince 2020-Q1 | Decreased 0 |
PROSHARES S&P 500 DIVIDEND A | 712,446 | $65M | 1.1% | $81.62 | +3.70% | 10 qtrssince 2020-Q4 | Increased 47 |
VANGUARD SMALL-CAP VIPERS | 338,532 | $64.2M | 1.1% | $166.44 | +7.23% | 13 qtrssince 2020-Q1 | Increased 47 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 2.3M | $63M | 1.1% | $25.04 | -5.96% | 16 qtrssince 2019-Q2 | Increased 54 |
Wealthspire Advisors, LLC manages $5.8B across 533 positions as of Q1 2023. Top holdings: IVV (12.9%), SCHD (7.6%), VOO (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 25 new positions, 73 exits, 131 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $5.8B across 533 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