WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings644 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.1M | $1B | 14.4% | $360.36 | +29.10% | 20 qtrssince 2019-Q1 | Increased 66 |
VANGUARD S&P 500 ETF | 1.1M | $499.5M | 7.1% | $280.69 | +51.73% | 20 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 8.6M | $413.3M | 5.9% | $38.18 | +17.37% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB US DVD EQUITY ETF | 5.2M | $395.5M | 5.6% | $19.25 | +22.26% | 18 qtrssince 2019-Q3 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 1.4M | $375.3M | 5.3% | $44.86 | +20.21% | 18 qtrssince 2019-Q3 | Increased 61 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 611,802 | $290.8M | 4.1% | $354.25 | +30.93% | 20 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTL STOCK | 4.1M | $238M | 3.4% | $48.71 | +11.36% | 20 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TOTAL STOCK MARKET VIPERS | 951,337 | $225.7M | 3.2% | $167.90 | +37.73% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 5.1M | $189.1M | 2.7% | $13.19 | +31.15% | 16 qtrssince 2020-Q1 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.6M | $171.1M | 2.4% | $84.42 | +23.77% | 20 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MID-CAP ETF | 557,877 | $129.8M | 1.8% | $47.60 | +17.62% | 16 qtrssince 2020-Q1 | Increased 47 |
VANGUARD FTSE EMERGING MARKETS | 3M | $122.5M | 1.7% | $38.49 | +0.55% | 20 qtrssince 2019-Q1 | Increased 51 |
VANGUARD EXTENDED MARKET ETF | 727,960 | $119.7M | 1.7% | $146.81 | +9.38% | 19 qtrssince 2019-Q2 | Increased 52 |
VANGUARD LARGE-CAP ETF | 460,737 | $100.5M | 1.4% | $158.03 | +34.66% | 19 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD GROWTH ETF | 313,165 | $97.4M | 1.4% | $36.98 | +38.47% | 16 qtrssince 2020-Q1 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 3M | $82.1M | 1.2% | $24.70 | -1.78% | 19 qtrssince 2019-Q2 | Increased 52 |
ISHARES CORE MSCI EMERGING | 1.6M | $81.9M | 1.2% | $42.71 | +11.48% | 16 qtrssince 2020-Q1 | Increased 47 |
VANGUARD SMALL-CAP VIPERS | 362,847 | $77.4M | 1.1% | $167.82 | +23.65% | 16 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TIPS | 1.6M | $73.9M | 1.0% | $43.71 | +1.84% | 20 qtrssince 2019-Q1 | Increased 75 |
PROSHARES S&P 500 DIVIDEND A | 766,480 | $73M | 1.0% | $82.87 | +10.14% | 13 qtrssince 2020-Q4 | Increased 54 |
Wealthspire Advisors, LLC manages $7B across 644 positions as of Q4 2023. Top holdings: IVV (14.4%), VOO (7.1%), VEA (5.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 73 new positions, 23 exits, 294 increased. Top move: VTIP (INCREASED, conviction 75). Portfolio: $7.0B across 644 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