WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings215 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 5.3M | $231.5M | 16.9% | $33.12 | +9.99% | 4 qtrssince 2019-Q1 | Increased 61 |
VANGUARD S&P 500 ETF | 655,695 | $194M | 14.1% | $233.75 | +15.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 6.9M | $179.4M | 13.1% | $21.17 | +4.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 391,149 | $126.4M | 9.2% | $257.99 | +14.18% | 4 qtrssince 2019-Q1 | Increased 63 |
VANGUARD TOTAL STOCK MARKET VIPERS | 595,413 | $97.4M | 7.1% | $130.85 | +14.20% | 4 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 754,326 | $63.3M | 4.6% | $69.62 | +9.20% | 4 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 175,849 | $56.6M | 4.1% | $255.31 | +15.24% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL INTL STOCK | 901,506 | $50.2M | 3.7% | $42.00 | +9.70% | 4 qtrssince 2019-Q1 | Increased 55 |
VANGUARD FTSE EMERGING MARKETS | 1M | $45.2M | 3.3% | $34.40 | +7.39% | 4 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 302,097 | $33.9M | 2.5% | $87.90 | +5.36% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DVD EQUITY ETF | 483,394 | $28M | 2.0% | $15.53 | +0.11% | 2 qtrssince 2019-Q3 | Increased 79 |
VANGUARD TOTAL BOND MARKET | 176,308 | $14.8M | 1.1% | $65.00 | +5.68% | 4 qtrssince 2019-Q1 | Increased 44 |
VANGUARD REAL ESTATE ETF ETF | 149,241 | $13.8M | 1.0% | $69.97 | +4.92% | 3 qtrssince 2019-Q2 | Increased 49 |
FIRST TRUST NORTH AMERICAN E | 490,014 | $12.5M | 0.9% | $19.89 | +1.55% | 3 qtrssince 2019-Q2 | Increased 48 |
ISHARES 3-7 YEAR TREASURY BO | 92,993 | $11.7M | 0.9% | $104.95 | +3.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 93,841 | $10.7M | 0.8% | $92.69 | +3.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 51,706 | $10.4M | 0.8% | $168.59 | -5.34% | 2 qtrssince 2019-Q3 | Increased 39 |
SPDR BLOOMBERG 1-3 MONTH T-B | 101,121 | $9.2M | 0.7% | $75.55 | +1.35% | 4 qtrssince 2019-Q1 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 266,384 | $8.4M | 0.6% | $24.98 | +1.12% | 3 qtrssince 2019-Q2 | Increased 40 |
SPDR S&P DIVIDEND ETF ETF | 65,474 | $7M | 0.5% | $83.40 | +9.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
Wealthspire Advisors, LLC manages $1.4B across 215 positions as of Q4 2019. Top holdings: VEA (16.9%), VOO (14.1%), GOVT (13.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 53 new positions, 6 exits, 127 increased. Top move: SCHD (INCREASED, conviction 79). Portfolio: $1.4B across 215 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