WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings580 positions
VANGUARD INDEX FDS | 1M | $358.3M | 10.7% | $264.21 | +20.04% | 8 qtrssince 2019-Q1 | Increased 91 |
ISHARES TR | 921,674 | $346M | 10.3% | $298.99 | +15.95% | 8 qtrssince 2019-Q1 | Increased 97 |
VANGUARD TAX-MANAGED FDS | 4.7M | $222.8M | 6.6% | $35.37 | +12.56% | 8 qtrssince 2019-Q1 | Increased 84 |
SCHWAB STRATEGIC TR | 2.7M | $176.4M | 5.2% | $16.13 | +8.45% | 6 qtrssince 2019-Q3 | Increased 95 |
VANGUARD INDEX FDS | 747,555 | $145.5M | 4.3% | $137.09 | +31.19% | 8 qtrssince 2019-Q1 | Increased 66 |
STATE STR SPDR S&P 500 ETF T | 373,086 | $139.5M | 4.2% | $282.83 | +22.44% | 8 qtrssince 2019-Q1 | Increased 60 |
SCHWAB STRATEGIC TR | 3.4M | $121.6M | 3.6% | $12.05 | +27.04% | 4 qtrssince 2020-Q1 | Increased 73 |
ISHARES TR | 3.7M | $102.1M | 3.0% | $21.17 | +11.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 430,319 | $98.9M | 2.9% | $35.61 | +19.10% | 6 qtrssince 2019-Q3 | Increased 82 |
ISHARES TR | 949,450 | $87.3M | 2.6% | $73.74 | +14.15% | 8 qtrssince 2019-Q1 | Increased 80 |
VANGUARD INDEX FDS | 383,781 | $79.4M | 2.4% | $45.78 | +3.99% | 4 qtrssince 2020-Q1 | Increased 82 |
VANGUARD STAR FDS | 1.1M | $68M | 2.0% | $44.46 | +14.31% | 8 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INTL EQUITY INDEX F | 1.3M | $64.9M | 1.9% | $36.23 | +17.34% | 8 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 334,349 | $55.1M | 1.6% | $132.69 | +16.20% | 7 qtrssince 2019-Q2 | Increased 75 |
VANGUARD INDEX FDS | 231,763 | $45.1M | 1.3% | $155.85 | +15.01% | 4 qtrssince 2020-Q1 | Increased 74 |
SCHWAB STRATEGIC TR | 490,023 | $44.6M | 1.3% | $14.07 | 0.00% | 1 qtr | New 67 |
APPLE INC | 302,880 | $40.2M | 1.2% | $100.93 | +27.63% | 7 qtrssince 2019-Q2 | Increased 74 |
MICROSOFT CORP | 150,601 | $33.5M | 1.0% | $180.42 | +17.55% | 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 EXCH TRADED FD TR II | 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 Score: 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
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR