WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings497 positions
iShares Trust CORE S&P500 ETF | 1.5M | $558.9M | 11.7% | $338.78 | +5.41% | 14 qtrssince 2019-Q1 | Increased 64 |
SCHWAB US DIVIDEND EQUITY ETF | 5.7M | $410.9M | 8.6% | $18.59 | +10.11% | 12 qtrssince 2019-Q3 | Increased 63 |
Vanguard Index Funds S&P 500 ETF SHS | 1M | $363.8M | 7.6% | $268.71 | +21.69% | 14 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE S&P MID-CAP ETF | 1.3M | $282.9M | 5.9% | $43.77 | -2.79% | 12 qtrssince 2019-Q3 | Increased 88 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 6.4M | $262.7M | 5.5% | $37.10 | -2.82% | 14 qtrssince 2019-Q1 | Increased 62 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 592,659 | $223.6M | 4.7% | $341.75 | +4.38% | 14 qtrssince 2019-Q1 | Increased 79 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 756,488 | $142.7M | 3.0% | $148.30 | +19.92% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 4.4M | $138.4M | 2.9% | $13.04 | +6.77% | 10 qtrssince 2020-Q1 | Increased 55 |
ISHARES CORE S&P SMALL CAP ETF | 1.3M | $124.1M | 2.6% | $82.25 | +5.01% | 14 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2.1M | $109.4M | 2.3% | $49.05 | -7.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 2.3M | $97.1M | 2.0% | $38.67 | -5.28% | 14 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 475,951 | $93.7M | 2.0% | $47.86 | -3.51% | 10 qtrssince 2020-Q1 | Increased 49 |
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 976,010 | $92.2M | 1.9% | $86.38 | 0.00% | 1 qtr | New 68 |
ISHARES NATIONAL MUNI BOND ETF | 723,790 | $77M | 1.6% | $95.27 | -1.06% | 14 qtrssince 2019-Q1 | Increased 75 |
VANGUARD EXTENDED MARKET ETF | 541,355 | $71M | 1.5% | $147.24 | -15.45% | 13 qtrssince 2019-Q2 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 860,953 | $50.7M | 1.1% | $53.46 | -0.80% | 8 qtrssince 2020-Q3 | Increased 75 |
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 1.9M | $49.9M | 1.0% | $18.82 | +18.09% | 13 qtrssince 2019-Q2 | Increased 56 |
VANGUARD INDEX FDS | 276,661 | $48.7M | 1.0% | $164.16 | +0.63% | 10 qtrssince 2020-Q1 | Increased 48 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 254,550 | $43.9M | 0.9% | $147.69 | +10.19% | 13 qtrssince 2019-Q2 | Increased 60 |
SCHWAB U.S. LARGE-CAP ETF | 970,076 | $43.3M | 0.9% | $14.57 | -3.22% | 7 qtrssince 2020-Q4 | Increased 56 |
Wealthspire Advisors, LLC manages $4.8B across 497 positions as of Q2 2022. Top holdings: IVV (11.7%), SCHD (8.6%), VOO (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 101 new positions, 32 exits, 271 increased. Top move: IJH (INCREASED, conviction 88). Portfolio: $4.8B across 497 positions.
Top holdings by portfolio weight
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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
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