WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings510 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.6M | $579.1M | 12.1% | $343.00 | +1.40% | 15 qtrssince 2019-Q1 | Increased 67 |
SCHWAB US DVD EQUITY ETF | 5.8M | $384.1M | 8.0% | $19.12 | +3.88% | 13 qtrssince 2019-Q3 | Increased 61 |
VANGUARD S&P 500 ETF | 1.1M | $352.9M | 7.4% | $272.32 | +16.91% | 15 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE S&P MIDCAP ETF | 1.3M | $276.4M | 5.8% | $44.50 | -5.31% | 13 qtrssince 2019-Q3 | Increased 60 |
VANGUARD FTSE DEVELOPED ETF | 6.7M | $244.1M | 5.1% | $37.40 | -12.60% | 15 qtrssince 2019-Q1 | Increased 62 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 581,470 | $207.7M | 4.3% | $346.49 | +0.19% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 5.2M | $145M | 3.0% | $13.11 | -4.00% | 11 qtrssince 2020-Q1 | Increased 65 |
VANGUARD TOTAL STOCK MARKET VIPERS | 766,423 | $137.6M | 2.9% | $149.90 | +15.91% | 15 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.4M | $119.1M | 2.5% | $82.89 | +0.21% | 15 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TOTAL INTL STOCK | 2.6M | $118M | 2.5% | $48.06 | -14.56% | 15 qtrssince 2019-Q1 | Increased 62 |
VANGUARD MID-CAP ETF | 526,302 | $98.9M | 2.1% | $47.52 | -6.86% | 11 qtrssince 2020-Q1 | Increased 57 |
VANGUARD FTSE EMERGING MARKETS | 2.4M | $86.2M | 1.8% | $38.80 | -15.79% | 15 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI GLOBAL MIN VOL | 894,018 | $79.2M | 1.7% | $87.51 | -5.61% | 2 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 574,793 | $73.1M | 1.5% | $147.00 | -16.60% | 14 qtrssince 2019-Q2 | Increased 50 |
VANGUARD LARGE-CAP ETF | 345,167 | $56.5M | 1.2% | $152.59 | +4.01% | 14 qtrssince 2019-Q2 | Increased 60 |
VANGUARD SMALL-CAP VIPERS | 326,759 | $55.8M | 1.2% | $166.07 | -1.52% | 11 qtrssince 2020-Q1 | Increased 54 |
ISHARES NATIONAL MUNI BOND E | 485,723 | $49.8M | 1.0% | $95.27 | -4.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
FIRST TRUST NORTH AMERICAN E | 2M | $48.8M | 1.0% | $19.14 | +16.76% | 14 qtrssince 2019-Q2 | Increased 47 |
VANGUARD VALUE ETF | 378,155 | $46.7M | 1.0% | $113.77 | +1.56% | 11 qtrssince 2020-Q1 | Increased 66 |
ISHARES CORE MSCI EAFE ETF | 854,369 | $45M | 0.9% | $53.46 | -11.30% | 9 qtrssince 2020-Q3 | Decreased 0 |
Wealthspire Advisors, LLC manages $4.8B across 510 positions as of Q3 2022. Top holdings: IVV (12.1%), SCHD (8.0%), VOO (7.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 52 new positions, 39 exits, 252 increased. Top move: IVV (INCREASED, conviction 67). Portfolio: $4.8B across 510 positions.
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Position Outcomes
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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