SWM

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
+3.45%
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
$209M
AUM Growth
+$59.6M
Cap. Flow
+$53.7M
Cap. Flow %
25.67%
Top 10 Hldgs %
71.61%
Holding
32
New
4
Increased
27
Reduced
1
Closed
–
Avg Time Held
0.7 years
Top 10 Avg Time Held
1 year
Top 20 Avg Time Held
0.7 years

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.05M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.35M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.52M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.4K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$36.2B
$1.63M 0.78%
19,633
+1,699
+9% +$142K
2016 Q4
4 quarters
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.44M 0.69%
55,534
+9,248
+20% +$241K
2016 Q4
4 quarters
IGOV icon
28
iShares International Treasury Bond ETF
IGOV
$1.31B
$1.13M 0.54%
+22,722
New +$1.12M
2017 Q4
0 quarters
IWB icon
29
iShares Russell 1000 ETF
IWB
$49B
$929K 0.44%
6,249
+131
+2% +$19K
2016 Q4
4 quarters
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$74.4B
$638K 0.31%
59,766
-1,104
-2% -$11.4K
2016 Q4
4 quarters
SCHH icon
31
Schwab US REIT ETF
SCHH
$10.7B
$598K 0.29%
28,734
+4,006
+16% +$83.3K
2016 Q4
4 quarters
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
$233K 0.11%
+2,771
New +$233K
2017 Q4
0 quarters
1
2

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APP
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SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM 29.18% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
KRS
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SigFig Wealth Management's Q4 2017 Portfolio in Review

As of Q4 2017, SigFig Wealth Management held 32 positions worth $209M, up 40% from $150M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $53.7M of net new capital in Q4 2017, opening 4 new positions and adding to 27 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 45,254 shares worth $2.47M.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $11.4K trimmed.

  • SigFig Wealth Management's largest Q4 2017 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 45,254 shares worth $2.47M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2017, an estimated $8.05M increase.
  • SigFig Wealth Management's biggest Q4 2017 reduction was Schwab US Large- Cap ETF, cutting an estimated $11.4K.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $209M portfolio in Q4 2017.
  • SigFig Wealth Management opened 4 new positions and closed 0 in Q4 2017.
  • SigFig Wealth Management's portfolio value rose 40% quarter-over-quarter to $209M.

Based on SigFig Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.