WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings579 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.1M | $481.5M | 10.0% | $315.93 | +29.87% | 11 qtrssince 2019-Q1 | Increased 64 |
VANGUARD S&P 500 ETF | 1M | $403.1M | 8.4% | $268.01 | +40.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DVD EQUITY ETF | 5M | $369.2M | 7.7% | $18.59 | +15.86% | 9 qtrssince 2019-Q3 | Increased 72 |
ISHARES CORE S&P MIDCAP ETF | 1.2M | $306.8M | 6.4% | $45.02 | +11.41% | 9 qtrssince 2019-Q3 | Increased 96 |
VANGUARD FTSE DEVELOPED ETF | 5.6M | $283.9M | 5.9% | $37.10 | +18.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 584,900 | $251M | 5.2% | $329.24 | +24.38% | 11 qtrssince 2019-Q1 | Increased 82 |
VANGUARD TOTAL STOCK MARKET VIPERS | 814,444 | $180.9M | 3.8% | $146.42 | +44.25% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.2M | $130.7M | 2.7% | $80.32 | +28.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 3.3M | $127.8M | 2.7% | $12.26 | +36.66% | 7 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD TOTAL INTL STOCK | 1.6M | $102.6M | 2.1% | $47.86 | +14.35% | 11 qtrssince 2019-Q1 | Increased 56 |
ISHARES MSCI GLOBAL MIN VOL | 965,855 | $99.2M | 2.1% | $93.43 | 0.00% | 1 qtr | New 77 |
VANGUARD FTSE EMERGING MARKETS | 1.9M | $92.7M | 1.9% | $39.02 | +10.07% | 11 qtrssince 2019-Q1 | Increased 48 |
VANGUARD MID-CAP ETF | 364,483 | $86.3M | 1.8% | $45.85 | +19.89% | 7 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 453,102 | $82.6M | 1.7% | $144.52 | +20.42% | 10 qtrssince 2019-Q2 | Increased 49 |
ISHARES CORE MSCI EAFE ETF | 822,198 | $61M | 1.3% | $64.01 | +0.39% | 5 qtrssince 2020-Q3 | Increased 75 |
SCHWAB US LARGE-CAP ETF | 505,463 | $52.6M | 1.1% | $14.84 | +11.35% | 4 qtrssince 2020-Q4 | Increased 62 |
VANGUARD SMALL-CAP VIPERS | 219,635 | $48M | 1.0% | $157.86 | +31.67% | 7 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 330,028 | $46.7M | 1.0% | $127.52 | +8.23% | 10 qtrssince 2019-Q2 | Increased 66 |
ISHARES US TREASURY BOND ETF | 1.7M | $45.1M | 0.9% | $21.17 | +9.50% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 552,495 | $43.1M | 0.9% | $66.55 | +2.14% | 11 qtrssince 2019-Q1 | Increased 66 |
Wealthspire Advisors, LLC manages $4.8B across 579 positions as of Q3 2021. Top holdings: IVV (10.0%), VOO (8.4%), SCHD (7.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 235 new positions, 24 exits, 240 increased. Top move: IJH (INCREASED, conviction 96). Portfolio: $4.8B across 579 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