WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings96 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 5.2M | $215.3M | 18.7% | $33.05 | +3.21% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 677,798 | $182.4M | 15.9% | $233.75 | +4.24% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 6.8M | $174.7M | 15.2% | $21.12 | +2.78% | 2 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE S&P 500 ETF | 382,229 | $112.7M | 9.8% | $255.40 | +4.22% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 601,997 | $90.4M | 7.9% | $130.70 | +4.10% | 2 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 702,650 | $55M | 4.8% | $69.40 | +1.72% | 2 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 178,923 | $52.4M | 4.6% | $255.31 | +4.17% | 2 qtrssince 2019-Q1 | Increased 54 |
VANGUARD TOTAL INTL STOCK | 889,329 | $46.9M | 4.1% | $41.90 | +2.82% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 975,465 | $41.5M | 3.6% | $34.28 | +0.76% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 322,752 | $35.9M | 3.1% | $87.90 | +2.82% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 182,613 | $15.2M | 1.3% | $65.00 | +3.07% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES 3-7 YEAR TREASURY BO | 104,643 | $13.2M | 1.1% | $104.95 | +2.64% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 92,252 | $10.4M | 0.9% | $92.60 | +1.86% | 2 qtrssince 2019-Q1 | Increased 48 |
SPDR BLOOMBERG 1-3 MONTH T-B | 102,150 | $9.4M | 0.8% | $75.49 | +0.53% | 2 qtrssince 2019-Q1 | Increased 43 |
VANGUARD REAL ESTATE ETF ETF | 101,494 | $8.9M | 0.8% | $68.36 | 0.00% | 1 qtr | New 54 |
ISHARES CORE S&P TOTAL U.S. | 121,252 | $8.1M | 0.7% | $58.59 | +3.10% | 2 qtrssince 2019-Q1 | Increased 49 |
FIRST TRUST NORTH AMERICAN E | 282,292 | $7.1M | 0.6% | $19.66 | 0.00% | 1 qtr | New 53 |
SPDR S&P DIVIDEND ETF ETF | 68,666 | $6.9M | 0.6% | $83.40 | +1.73% | 2 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INTERMEDIATE-TERM T | 91,395 | $6M | 0.5% | $52.86 | +2.92% | 2 qtrssince 2019-Q1 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 167,888 | $5.3M | 0.5% | $24.63 | 0.00% | 1 qtr | New 45 |
Wealthspire Advisors, LLC manages $1.1B across 96 positions as of Q2 2019. Top holdings: VEA (18.7%), VOO (15.9%), GOVT (15.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 52 new positions, 1 exits, 23 increased. Top move: GOVT (INCREASED, conviction 61). Portfolio: $1.1B across 96 positions.
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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