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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
-0.21%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$389M
AUM Growth
+$217M
Cap. Flow
+$158M
Cap. Flow %
40.55%
Top 10 Hldgs %
57.17%
Holding
43
New
11
Increased
15
Reduced
17
Closed
–

Top Buys

1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.5M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.8M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
REET icon
iShares Global REIT ETF
REET
+$12.8M

Top Sells

1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.16M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$431K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$378K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$259K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$189K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$65.6B
$4.13M 1.06%
249,964
-11,096
-4% -$189K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$3.96M 1.02%
153,026
-4,152
-3% -$114K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.72M 0.96%
146,988
-45,920
-24% -$1.16M
SPTS icon
29
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$3.52M 0.91%
119,236
-1,944
-2% -$57.4K
TIP icon
30
iShares TIPS Bond ETF
TIP
$14.5B
$3.38M 0.87%
29,898
-2,311
-7% -$259K
SHY icon
31
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$3.21M 0.83%
38,483
-1,973
-5% -$164K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.35M 0.61%
95,869
-932
-1% -$21.8K
USRT icon
33
iShares Core US REIT ETF
USRT
$4.62B
$1.79M 0.46%
36,493
-135
-0.4% -$6.29K
IWB icon
34
iShares Russell 1000 ETF
IWB
$48.2B
$1.36M 0.35%
8,960
+150
+2% +$22.6K
IWM icon
35
iShares Russell 2000 ETF
IWM
$82.4B
$1.24M 0.32%
+7,594
New +$1.21M
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$999M
$1.04M 0.27%
37,572
+1,216
+3% +$33.6K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$962K 0.25%
38,688
-6,354
-14% -$158K
SCHP icon
38
Schwab US TIPS ETF
SCHP
$16.5B
$723K 0.19%
26,318
-4,842
-16% -$132K
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$71.9B
$674K 0.17%
62,190
-786
-1% -$8.48K
SCHH icon
40
Schwab US REIT ETF
SCHH
$11.5B
$570K 0.15%
27,270
-2,296
-8% -$45.4K
VNQ icon
41
Vanguard Real Estate ETF
VNQ
$39.5B
$529K 0.14%
+6,487
New +$503K
MUB icon
42
iShares National Muni Bond ETF
MUB
$45.5B
$336K 0.09%
3,086
-187
-6% -$20.3K
BND icon
43
Vanguard Total Bond Market
BND
$159B
$273K 0.07%
+3,446
New +$272K
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 Q2 2018 Portfolio in Review

As of Q2 2018, SigFig Wealth Management held 43 positions worth $389M, up 127% from $171M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

SigFig Wealth Management deployed $158M of net new capital in Q2 2018, opening 11 new positions and adding to 15 existing holdings. Its largest new stake was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 449,113 shares worth $24.6M.

On the sell side, the largest reduction was Schwab US Aggregate Bond ETF, an estimated $1.16M trimmed.

  • SigFig Wealth Management's largest Q2 2018 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 449,113 shares worth $24.6M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2018, an estimated $13.2M increase.
  • SigFig Wealth Management's biggest Q2 2018 reduction was Schwab US Aggregate Bond ETF, cutting an estimated $1.16M.
  • SigFig Wealth Management's ten largest holdings make up 57% of its $389M portfolio in Q2 2018.
  • SigFig Wealth Management opened 11 new positions and closed 0 in Q2 2018.
  • SigFig Wealth Management's portfolio value rose 127% quarter-over-quarter to $389M.

Based on SigFig Wealth Management's 13F filing for Q2 2018, filed 16 Jul 2018.