We are live on ! Find out more
SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+3.45%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
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
–

Top Buys

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

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

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$40B
$1.63M 0.78%
19,633
+1,699
+9% +$142K
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.44M 0.69%
55,534
+9,248
+20% +$241K
IGOV icon
28
iShares International Treasury Bond ETF
IGOV
$1.36B
$1.13M 0.54%
+22,722
New +$1.12M
IWB icon
29
iShares Russell 1000 ETF
IWB
$48.1B
$929K 0.44%
6,249
+131
+2% +$19K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.9B
$638K 0.31%
59,766
-1,104
-2% -$11.4K
SCHH icon
31
Schwab US REIT ETF
SCHH
$11.7B
$598K 0.29%
28,734
+4,006
+16% +$83.3K
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.8B
$233K 0.11%
+2,771
New +$233K
1
2

Similar funds

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

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.