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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+3.88%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$13.8M
Cap. Flow
+$8.23M
Cap. Flow %
5.51%
Top 10 Hldgs %
82.56%
Holding
28
New
8
Increased
14
Reduced
6
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.28M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$1.21M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$610K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$568K

Top Sells

1
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$191K
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$126K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$106K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$74.2K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REET icon
26
iShares Global REIT ETF
REET
$5.05B
$294K 0.2%
+11,496
New +$296K
LRGF icon
27
iShares US Equity Factor ETF
LRGF
$3.55B
$274K 0.18%
+9,150
New +$267K
GEM icon
28
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.65B
$267K 0.18%
+7,993
New +$265K
1
2

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DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
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SCA
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
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SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

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 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.