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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
+2.29%
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
$483M
AUM Growth
+$94.8M
(+24%)
Cap. Flow
+$86.1M
Cap. Flow
% of AUM
17.82%
Top 10 Holdings %
Top 10 Hldgs %
61.82%
Holding
44
New
1
Increased
30
Reduced
12
Closed
1
Avg Time Held
1
year
Top 10 Avg Time Held
0.8
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$22.8M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$9.12M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.89M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.24M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$11.8M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$680K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$274K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$146K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$115K |
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Schwab International Equity ETF
SCHF
$66.8B
| $4.12M | 0.85% |
245,488
-4,476
| -2% | -$74.5K |
2016 Q4
7 quarters
|
|
27
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $3.98M | 0.82% |
154,700
+1,674
| +1% | +$43.4K |
2016 Q4
7 quarters
|
|
28
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $3.6M | 0.75% |
143,484
-3,504
| -2% | -$88.5K |
2016 Q4
7 quarters
|
|
29
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $3.6M | 0.74% |
122,080
+2,844
| +2% | +$83.8K |
2018 Q1
2 quarters
|
|
30
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $3.29M | 0.68% |
39,588
+1,105
| +3% | +$91.9K |
2017 Q4
3 quarters
|
|
31
iShares TIPS Bond ETF
TIP
$14.4B
| $3.24M | 0.67% |
29,269
-629
| -2% | -$70.3K |
2016 Q4
7 quarters
|
|
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.4B
| $2.3M | 0.48% |
95,461
-408
| -0.4% | -$10.1K |
2016 Q4
7 quarters
|
|
33
iShares Core US REIT ETF
USRT
$4.22B
| $1.84M | 0.38% |
38,050
+1,557
| +4% | +$77.6K |
2018 Q1
2 quarters
|
|
34
iShares Russell 2000 ETF
IWM
$76.2B
| $1.74M | 0.36% |
10,339
+2,745
| +36% | +$463K |
2018 Q2
1 quarter
|
|
|
35
iShares Russell 1000 ETF
IWB
$48.7B
| $1.33M | 0.28% |
8,238
-722
| -8% | -$115K |
2016 Q4
7 quarters
|
|
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $1.15M | 0.24% |
42,082
+4,510
| +12% | +$124K |
2018 Q1
2 quarters
|
|
37
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $864K | 0.18% |
34,856
-3,832
| -10% | -$95.1K |
2018 Q1
2 quarters
|
|
38
Schwab US Large- Cap ETF
SCHX
$73.8B
| $737K | 0.15% |
63,552
+1,362
| +2% | +$15.5K |
2016 Q4
7 quarters
|
|
39
Vanguard Real Estate ETF
VNQ
$36.7B
| $678K | 0.14% |
8,405
+1,918
| +30% | +$158K |
2018 Q2
1 quarter
|
|
40
Schwab US TIPS ETF
SCHP
$16.4B
| $672K | 0.14% |
24,922
-1,396
| -5% | -$38K |
2016 Q4
7 quarters
|
|
41
Schwab US REIT ETF
SCHH
$10.9B
| $535K | 0.11% |
25,652
-1,618
| -6% | -$34.2K |
2016 Q4
7 quarters
|
|
42
iShares National Muni Bond ETF
MUB
$49.2B
| $379K | 0.08% |
3,509
+423
| +14% | +$46K |
2018 Q1
2 quarters
|
|
43
Vanguard Total Bond Market
BND
$163B
| $312K | 0.06% |
3,970
+524
| +15% | +$41.4K |
2018 Q2
1 quarter
|
|
|
44
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
| – | – |
-221,632
| Closed | -$11.8M | – |
|
Similar funds
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 Morningstar 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 Morningstar 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.