WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings580 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1M | $358.3M | 10.7% | $266.52 | +19.39% | 8 qtrssince 2019-Q1 | Increased 91 |
ISHARES CORE S&P 500 ETF | 921,674 | $346M | 10.3% | $301.23 | +15.39% | 8 qtrssince 2019-Q1 | Increased 97 |
VANGUARD FTSE DEVELOPED ETF | 4.7M | $222.8M | 6.6% | $35.80 | +13.01% | 8 qtrssince 2019-Q1 | Increased 84 |
SCHWAB US DVD EQUITY ETF | 2.7M | $176.4M | 5.2% | $16.49 | +8.10% | 6 qtrssince 2019-Q3 | Increased 95 |
VANGUARD TOTAL STOCK MARKET VIPERS | 747,555 | $145.5M | 4.3% | $138.32 | +30.54% | 8 qtrssince 2019-Q1 | Increased 66 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 373,086 | $139.5M | 4.2% | $284.30 | +22.14% | 8 qtrssince 2019-Q1 | Increased 60 |
SCHWAB INTL EQUITY ETF | 3.4M | $121.6M | 3.6% | $12.18 | +27.30% | 4 qtrssince 2020-Q1 | Increased 73 |
ISHARES US TREASURY BOND ETF | 3.7M | $102.1M | 3.0% | $21.17 | +11.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 430,319 | $98.9M | 2.9% | $35.94 | +18.86% | 6 qtrssince 2019-Q3 | Increased 82 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 949,450 | $87.3M | 2.6% | $74.30 | +14.04% | 8 qtrssince 2019-Q1 | Increased 80 |
VANGUARD MID-CAP ETF | 383,781 | $79.4M | 2.4% | $45.78 | +3.99% | 4 qtrssince 2020-Q1 | Increased 82 |
VANGUARD TOTAL INTL STOCK | 1.1M | $68M | 2.0% | $44.88 | +14.80% | 8 qtrssince 2019-Q1 | Increased 68 |
VANGUARD FTSE EMERGING MARKETS | 1.3M | $64.9M | 1.9% | $36.34 | +17.67% | 8 qtrssince 2019-Q1 | Increased 61 |
VANGUARD EXTENDED MARKET ETF | 334,349 | $55.1M | 1.6% | $133.80 | +16.05% | 7 qtrssince 2019-Q2 | Increased 75 |
VANGUARD SMALL-CAP VIPERS | 231,763 | $45.1M | 1.3% | $157.79 | +14.78% | 4 qtrssince 2020-Q1 | Increased 74 |
SCHWAB US LARGE-CAP ETF | 490,023 | $44.6M | 1.3% | $14.10 | 0.00% | 1 qtr | New 67 |
APPLE INC | 302,880 | $40.2M | 1.2% | $116.45 | +10.62% | 7 qtrssince 2019-Q2 | Increased 74 |
MICROSOFT CORP | 150,601 | $33.5M | 1.0% | $181.91 | +16.93% | 7 qtrssince 2019-Q2 | Increased 65 |
ISHARES TR | 273,203 | $32.3M | 1.0% | $87.90 | +13.24% | 8 qtrssince 2019-Q1 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 928,214 | $31.1M | 0.9% | $25.96 | +5.98% | 7 qtrssince 2019-Q2 | Increased 45 |
Wealthspire Advisors, LLC manages $3.4B across 580 positions as of Q4 2020. Top holdings: VOO (10.7%), IVV (10.3%), VEA (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 274 new positions, 21 exits, 268 increased. Top move: IVV (INCREASED, conviction 97). Portfolio: $3.4B across 580 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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