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SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
+3.88%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$150M
AUM Growth
+$13.8M
(+10%)
Cap. Flow
+$8.23M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
82.56%
Holding
28
New
8
Increased
14
Reduced
6
Closed
–
Avg Time Held
0.5
years
Top 10 Avg Time Held
0.8
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.28M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.03M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$610K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$568K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$191K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$126K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$106K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$74.2K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$50.5K |
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares Global REIT ETF
REET
$4.64B
| $294K | 0.2% |
+11,496
| New | +$296K |
2017 Q3
0 quarters
|
|
27
iShares US Equity Factor ETF
LRGF
$3.71B
| $274K | 0.18% |
+9,150
| New | +$267K |
2017 Q3
0 quarters
|
|
28
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
| $267K | 0.18% |
+7,993
| New | +$265K |
2017 Q3
0 quarters
|
|
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SigFig Wealth Management's Q3 2017 Portfolio in Review
As of Q3 2017, SigFig Wealth Management held 28 positions worth $150M, up 10% from $136M the previous quarter. Its ten largest holdings account for 83% of the portfolio.
SigFig Wealth Management deployed $8.23M of net new capital in Q3 2017, opening 8 new positions and adding to 14 existing holdings. Its largest new stake was iShares Core S&P Mid-Cap ETF: 17,510 shares worth $627K.
On the sell side, the largest reduction was Schwab Emerging Markets Equity ETF, an estimated $191K trimmed.
- SigFig Wealth Management's largest Q3 2017 buy was iShares Core S&P Mid-Cap ETF: 17,510 shares worth $627K.
- SigFig Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q3 2017, an estimated $1.28M increase.
- SigFig Wealth Management's biggest Q3 2017 reduction was Schwab Emerging Markets Equity ETF, cutting an estimated $191K.
- SigFig Wealth Management's ten largest holdings make up 83% of its $150M portfolio in Q3 2017.
- SigFig Wealth Management opened 8 new positions and closed 0 in Q3 2017.
- SigFig Wealth Management's portfolio value rose 10% quarter-over-quarter to $150M.
Based on SigFig Wealth Management's 13F filing for Q3 2017, filed 25 Oct 2017.