WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings167 positions
VANGUARD FTSE DEV MKT ETF | 5.1M | $211.2M | 17.3% | $32.74 | +2.31% | 3 qtrssince 2019-Q1 | Decreased 0 |
iShares US Treasury Bond ETF | 7.1M | $187.1M | 15.3% | $21.17 | +5.06% | 3 qtrssince 2019-Q1 | Increased 62 |
VANGUARD S&P500 INDEX ETF | 666,781 | $181.8M | 14.9% | $231.74 | +6.08% | 3 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 365,294 | $109M | 8.9% | $253.31 | +6.07% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET ETF | 590,940 | $89.2M | 7.3% | $129.59 | +5.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF | 733,682 | $57.1M | 4.7% | $68.87 | +1.44% | 3 qtrssince 2019-Q1 | Increased 56 |
SPDR S&P 500 ETF Trust | 177,550 | $52.7M | 4.3% | $253.34 | +5.99% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD STAR FDS | 880,561 | $45.5M | 3.7% | $41.59 | +1.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 971,996 | $39.1M | 3.2% | $34.17 | -3.41% | 3 qtrssince 2019-Q1 | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 312,778 | $35.4M | 2.9% | $87.90 | +5.23% | 3 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Total Bond Market ETF | 176,220 | $14.9M | 1.2% | $65.00 | +5.48% | 3 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Real Estate ETF | 134,860 | $12.6M | 1.0% | $68.30 | +5.58% | 2 qtrssince 2019-Q2 | Increased 56 |
iShares 3-7 Year Treasury Bond ETF | 98,115 | $12.4M | 1.0% | $104.95 | +4.02% | 3 qtrssince 2019-Q1 | Decreased 0 |
CME Group Inc | 51,404 | $10.9M | 0.9% | $161.90 | 0.00% | 1 qtr | New 54 |
ISHARES TR | 94,952 | $10.8M | 0.9% | $92.69 | +3.28% | 3 qtrssince 2019-Q1 | Increased 40 |
FIRST TR EXCHANGE-TRADED FD | 399,840 | $10.2M | 0.8% | $19.39 | +1.91% | 2 qtrssince 2019-Q2 | Increased 52 |
SPDR Bloomberg 1-3 Month T-Bill ETF | 110,240 | $10.1M | 0.8% | $75.10 | +0.97% | 3 qtrssince 2019-Q1 | Increased 42 |
Invesco Taxable Municipal Bond | 256,840 | $8.3M | 0.7% | $24.97 | +2.56% | 2 qtrssince 2019-Q2 | Increased 54 |
iShares Core S&P Total US Stock Market ETF | 103,013 | $6.9M | 0.6% | $58.15 | +4.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P DIVIDEND ETF | 66,010 | $6.8M | 0.6% | $81.85 | +4.16% | 3 qtrssince 2019-Q1 | Decreased 0 |
Wealthspire Advisors, LLC manages $1.2B across 167 positions as of Q3 2019. Top holdings: VEA (17.3%), GOVT (15.3%), VOO (14.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 74 new positions, 2 exits, 67 increased. Top move: GOVT (INCREASED, conviction 62). Portfolio: $1.2B across 167 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR