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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+2.29%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$483M
AUM Growth
+$94.8M
Cap. Flow
+$86.1M
Cap. Flow %
17.82%
Top 10 Hldgs %
61.82%
Holding
44
New
1
Increased
30
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.8M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.12M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.75M

Top Sells

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$11.8M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$680K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$274K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$146K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$115K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$65.5B
$4.12M 0.85%
245,488
-4,476
-2% -$74.5K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$3.98M 0.82%
154,700
+1,674
+1% +$43.4K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.6M 0.75%
143,484
-3,504
-2% -$88.5K
SPTS icon
29
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$3.6M 0.74%
122,080
+2,844
+2% +$83.8K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.29M 0.68%
39,588
+1,105
+3% +$91.9K
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.6B
$3.24M 0.67%
29,269
-629
-2% -$70.3K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$2.3M 0.48%
95,461
-408
-0.4% -$10.1K
USRT icon
33
iShares Core US REIT ETF
USRT
$4.63B
$1.84M 0.38%
38,050
+1,557
+4% +$77.6K
IWM icon
34
iShares Russell 2000 ETF
IWM
$81.7B
$1.74M 0.36%
10,339
+2,745
+36% +$463K
IWB icon
35
iShares Russell 1000 ETF
IWB
$48B
$1.33M 0.28%
8,238
-722
-8% -$115K
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1,000M
$1.15M 0.24%
42,082
+4,510
+12% +$124K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$864K 0.18%
34,856
-3,832
-10% -$95.1K
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$71.4B
$737K 0.15%
63,552
+1,362
+2% +$15.5K
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$39.6B
$678K 0.14%
8,405
+1,918
+30% +$158K
SCHP icon
40
Schwab US TIPS ETF
SCHP
$16.4B
$672K 0.14%
24,922
-1,396
-5% -$38K
SCHH icon
41
Schwab US REIT ETF
SCHH
$11.6B
$535K 0.11%
25,652
-1,618
-6% -$34.2K
MUB icon
42
iShares National Muni Bond ETF
MUB
$45.5B
$379K 0.08%
3,509
+423
+14% +$46K
BND icon
43
Vanguard Total Bond Market
BND
$159B
$312K 0.06%
3,970
+524
+15% +$41.4K
IGIB icon
44
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-221,632
Closed -$11.8M
1
2

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VVP
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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 Q3 2018 Portfolio in Review

As of Q3 2018, SigFig Wealth Management held 44 positions worth $483M, up 24% from $389M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

SigFig Wealth Management deployed $86.1M of net new capital in Q3 2018, opening 1 new position and adding to 30 existing holdings. Its largest new stake was Vanguard Short-Term Corporate Bond ETF: 83,221 shares worth $6.5M.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $680K trimmed.

  • SigFig Wealth Management's largest Q3 2018 buy was Vanguard Short-Term Corporate Bond ETF: 83,221 shares worth $6.5M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q3 2018, an estimated $22.8M increase.
  • SigFig Wealth Management's biggest Q3 2018 reduction was Vanguard Total Stock Market ETF, cutting an estimated $680K.
  • SigFig Wealth Management fully exited iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018, selling an estimated $11.8M.
  • SigFig Wealth Management's ten largest holdings make up 62% of its $483M portfolio in Q3 2018.
  • SigFig Wealth Management opened 1 new position and closed 1 in Q3 2018.
  • SigFig Wealth Management's portfolio value rose 24% quarter-over-quarter to $483M.

Based on SigFig Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.