WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings641 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.2M | $1.2B | 15.4% | $365.32 | +40.61% | 21 qtrssince 2019-Q1 | Increased 64 |
VANGUARD S&P 500 ETF | 1.1M | $540.8M | 7.2% | $280.69 | +67.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 8.8M | $442.1M | 5.9% | $38.37 | +23.02% | 21 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE S&P MIDCAP ETF | 6.8M | $410.3M | 5.5% | $56.37 | +5.12% | 19 qtrssince 2019-Q3 | Increased 98 |
SCHWAB US DVD EQUITY ETF | 5M | $406M | 5.4% | $19.25 | +30.52% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 602,968 | $315.4M | 4.2% | $354.25 | +44.54% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1M | $260.4M | 3.5% | $172.25 | +47.61% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD TOTAL INTL STOCK | 4.2M | $252.7M | 3.4% | $48.88 | +15.91% | 21 qtrssince 2019-Q1 | Increased 58 |
SCHWAB INTL EQUITY ETF | 4.9M | $191.5M | 2.6% | $13.19 | +38.43% | 17 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.6M | $177.5M | 2.4% | $84.77 | +26.22% | 21 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MID-CAP ETF | 548,728 | $137.1M | 1.8% | $47.60 | +26.83% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 3.1M | $128.8M | 1.7% | $38.52 | +2.22% | 21 qtrssince 2019-Q1 | Increased 49 |
VANGUARD EXTENDED MARKET ETF | 732,919 | $128.5M | 1.7% | $146.98 | +16.77% | 20 qtrssince 2019-Q2 | Increased 48 |
VANGUARD GROWTH ETF | 310,767 | $107M | 1.4% | $36.98 | +53.52% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD LARGE-CAP ETF | 443,427 | $106.3M | 1.4% | $158.03 | +48.51% | 20 qtrssince 2019-Q2 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 3.3M | $87.4M | 1.2% | $24.66 | -2.03% | 20 qtrssince 2019-Q2 | Increased 51 |
VANGUARD SMALL-CAP VIPERS | 363,263 | $83M | 1.1% | $167.88 | +32.84% | 17 qtrssince 2020-Q1 | Increased 47 |
VANGUARD SHORT-TERM TIPS | 1.7M | $82.7M | 1.1% | $43.83 | +2.44% | 21 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE MSCI EMERGING | 1.6M | $82.5M | 1.1% | $42.71 | +13.73% | 17 qtrssince 2020-Q1 | Decreased 0 |
PROSHARES S&P 500 DIVIDEND A | 739,237 | $75M | 1.0% | $82.87 | +17.78% | 14 qtrssince 2020-Q4 | Decreased 0 |
Wealthspire Advisors, LLC manages $7.5B across 641 positions as of Q1 2024. Top holdings: IVV (15.4%), VOO (7.2%), VEA (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 32 new positions, 35 exits, 137 increased. Top move: IJH (INCREASED, conviction 98). Portfolio: $7.5B across 641 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