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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-0.75%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$171M
AUM Growth
-$37.7M
Cap. Flow
+$28.2M
Cap. Flow %
16.42%
Top 10 Hldgs %
66.18%
Holding
41
New
9
Increased
14
Reduced
9
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.7M
3
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.56M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.41M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$14.1M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.07M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.09M

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHP icon
26
Schwab US TIPS ETF
SCHP
$16.3B
$855K 0.5%
31,160
-85,272
-73% -$2.33M
SCHX icon
27
Schwab US Large- Cap ETF
SCHX
$70.8B
$662K 0.39%
62,976
+3,210
+5% +$34.9K
SCHH icon
28
Schwab US REIT ETF
SCHH
$11.7B
$565K 0.33%
29,566
+832
+3% +$16K
MUB icon
29
iShares National Muni Bond ETF
MUB
$45.2B
$357K 0.21%
+3,273
New +$357K
HYG icon
30
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$29K 0.02%
76,638
+52,001
+211% +$4.49M
IVV icon
31
iShares Core S&P 500 ETF
IVV
$866B
$4K ﹤0.01%
52,121
+34,758
+200% +$9.56M
GEM icon
32
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.64B
– –
-60,352
Closed -$2.16M
GSIE icon
33
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
– –
-86,624
Closed -$2.6M
GSLC icon
34
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
– –
-95,364
Closed -$5.09M
IGIB icon
35
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$0 ﹤0.01%
142,778
+97,524
+216% +$5.25M
IGOV icon
36
iShares International Treasury Bond ETF
IGOV
$1.51B
– –
-22,722
Closed -$1.13M
IJH icon
37
iShares Core S&P Mid-Cap ETF
IJH
$122B
– –
-129,080
Closed -$4.9M
IJR icon
38
iShares Core S&P Small-Cap ETF
IJR
$109B
– –
-54,435
Closed -$4.18M
LRGF icon
39
iShares US Equity Factor ETF
LRGF
$3.54B
– –
-51,679
Closed -$1.64M
REET icon
40
iShares Global REIT ETF
REET
$5.16B
– –
-101,377
Closed -$2.65M
VNQ icon
41
Vanguard Real Estate ETF
VNQ
$39.8B
– –
-19,633
Closed -$1.63M
1
2

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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 Q1 2018 Portfolio in Review

As of Q1 2018, SigFig Wealth Management held 41 positions worth $171M, down 18% from $209M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management deployed $28.2M of net new capital in Q1 2018, opening 9 new positions and adding to 14 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 317,212 shares worth $10.4M.

On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $14.1M trimmed.

  • SigFig Wealth Management's largest Q1 2018 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 317,212 shares worth $10.4M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q1 2018, an estimated $17M increase.
  • SigFig Wealth Management's biggest Q1 2018 reduction was iShares TIPS Bond ETF, cutting an estimated $14.1M.
  • SigFig Wealth Management fully exited Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2018, selling an estimated $5.09M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $171M portfolio in Q1 2018.
  • SigFig Wealth Management opened 9 new positions and closed 9 in Q1 2018.
  • SigFig Wealth Management's portfolio value fell 18% quarter-over-quarter to $171M.

Based on SigFig Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.