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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
-0.75%
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
$171M
AUM Growth
-$37.7M
(-18%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
16.42%
Top 10 Holdings %
Top 10 Hldgs %
66.18%
Holding
41
New
9
Increased
14
Reduced
9
Closed
9
Avg Time Held
0.8
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
0.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$17M |
| 2 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$10.7M |
| 3 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$10M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$9.56M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$7.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$14.1M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$11.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.5M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.07M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
26
Schwab US TIPS ETF
SCHP
$16.4B
| $855K | 0.5% |
31,160
-85,272
| -73% | -$2.33M |
2016 Q4
5 quarters
|
|
27
Schwab US Large- Cap ETF
SCHX
$73.7B
| $662K | 0.39% |
62,976
+3,210
| +5% | +$34.9K |
2016 Q4
5 quarters
|
|
28
Schwab US REIT ETF
SCHH
$10.9B
| $565K | 0.33% |
29,566
+832
| +3% | +$16K |
2016 Q4
5 quarters
|
|
29
iShares National Muni Bond ETF
MUB
$49.2B
| $357K | 0.21% |
+3,273
| New | +$357K |
2018 Q1
0 quarters
|
|
30
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $29K | 0.02% |
76,638
+52,001
| +211% | +$4.49M |
2017 Q4
1 quarter
|
|
|
31
iShares Core S&P 500 ETF
IVV
$880B
| $4K | ﹤0.01% |
52,121
+34,758
| +200% | +$9.56M |
2017 Q3
2 quarters
|
|
32
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.66B
| – | – |
-60,352
| Closed | -$2.16M | – |
|
33
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
| – | – |
-86,624
| Closed | -$2.6M | – |
|
|
34
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
| – | – |
-95,364
| Closed | -$5.09M | – |
|
35
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
| $0 | ﹤0.01% |
142,778
+97,524
| +216% | +$5.25M |
2017 Q4
1 quarter
|
|
36
iShares International Treasury Bond ETF
IGOV
$1.32B
| – | – |
-22,722
| Closed | -$1.13M | – |
|
37
iShares Core S&P Mid-Cap ETF
IJH
$121B
| – | – |
-129,080
| Closed | -$4.9M | – |
|
38
iShares Core S&P Small-Cap ETF
IJR
$102B
| – | – |
-54,435
| Closed | -$4.18M | – |
|
39
iShares US Equity Factor ETF
LRGF
$3.68B
| – | – |
-51,679
| Closed | -$1.64M | – |
|
40
iShares Global REIT ETF
REET
$4.68B
| – | – |
-101,377
| Closed | -$2.65M | – |
|
41
Vanguard Real Estate ETF
VNQ
$36.8B
| – | – |
-19,633
| Closed | -$1.63M | – |
|
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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.