WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings581 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.7M | $661.6M | 12.0% | $344.58 | +6.89% | 16 qtrssince 2019-Q1 | Increased 66 |
SCHWAB US DVD EQUITY ETF | 6M | $450.1M | 8.2% | $19.22 | +17.17% | 14 qtrssince 2019-Q3 | Increased 63 |
VANGUARD S&P 500 ETF | 1.1M | $375.8M | 6.8% | $272.32 | +23.80% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 7.3M | $307.9M | 5.6% | $37.45 | +1.43% | 16 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE S&P MIDCAP ETF | 1.3M | $304.3M | 5.5% | $44.50 | +4.11% | 14 qtrssince 2019-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 561,409 | $214.7M | 3.9% | $346.49 | +6.10% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 5M | $162.4M | 3.0% | $13.11 | +11.48% | 12 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD TOTAL INTL STOCK | 3.1M | $160.4M | 2.9% | $47.85 | -2.15% | 16 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TOTAL STOCK MARKET VIPERS | 727,736 | $139.1M | 2.5% | $149.90 | +22.39% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.4M | $133M | 2.4% | $83.09 | +8.34% | 16 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MID-CAP ETF | 552,957 | $112.7M | 2.1% | $47.55 | +1.46% | 12 qtrssince 2020-Q1 | Increased 54 |
VANGUARD FTSE EMERGING MARKETS | 2.4M | $93.6M | 1.7% | $38.74 | -8.57% | 16 qtrssince 2019-Q1 | Increased 48 |
ISHARES MSCI GLOBAL MIN VOL | 889,560 | $84.5M | 1.5% | $87.51 | +1.37% | 3 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD GROWTH ETF | 366,399 | $78.1M | 1.4% | $35.44 | -1.61% | 12 qtrssince 2020-Q1 | Increased 76 |
VANGUARD EXTENDED MARKET ETF | 583,639 | $77.5M | 1.4% | $146.71 | -12.79% | 15 qtrssince 2019-Q2 | Increased 47 |
VANGUARD LARGE-CAP ETF | 436,288 | $76M | 1.4% | $155.66 | +7.49% | 15 qtrssince 2019-Q2 | Increased 58 |
ISHARES CORE MSCI EMERGING | 1.5M | $71M | 1.3% | $42.54 | +0.35% | 12 qtrssince 2020-Q1 | Increased 75 |
PROSHARES S&P 500 DIVIDEND A | 702,085 | $63.2M | 1.1% | $81.57 | +3.53% | 9 qtrssince 2020-Q4 | Increased 69 |
VANGUARD SMALL-CAP VIPERS | 333,191 | $61.2M | 1.1% | $166.25 | +5.58% | 12 qtrssince 2020-Q1 | Increased 47 |
ISHARES NATIONAL MUNI BOND E | 524,606 | $55.4M | 1.0% | $95.23 | -0.49% | 16 qtrssince 2019-Q1 | Increased 50 |
Wealthspire Advisors, LLC manages $5.5B across 581 positions as of Q4 2022. Top holdings: IVV (12.0%), SCHD (8.2%), VOO (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 104 new positions, 33 exits, 285 increased. Top move: VUG (INCREASED, conviction 76). Portfolio: $5.5B across 581 positions.
Top holdings by portfolio weight
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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