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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
-9.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$470M
AUM Growth
-$13.6M
Cap. Flow
+$37.8M
Cap. Flow %
8.05%
Top 10 Hldgs %
61.98%
Holding
47
New
4
Increased
28
Reduced
15
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.34M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.28M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.77M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.34M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$859K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$291K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$144K

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
$65.4B
$3.7M 0.79%
261,714
+16,226
+7% +$248K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$3.55M 0.76%
150,382
-4,318
-3% -$105K
SPTS icon
28
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$3.49M 0.74%
118,084
-3,996
-3% -$118K
SCHZ icon
29
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.48M 0.74%
137,704
-5,780
-4% -$144K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.23M 0.69%
38,695
-893
-2% -$74.2K
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.6B
$2.91M 0.62%
26,608
-2,661
-9% -$291K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$2.03M 0.43%
91,251
-4,210
-4% -$99.3K
IWB icon
33
iShares Russell 1000 ETF
IWB
$48B
$1.77M 0.38%
12,858
+4,620
+56% +$691K
USRT icon
34
iShares Core US REIT ETF
USRT
$4.63B
$1.68M 0.36%
37,463
-587
-2% -$27.8K
IWM icon
35
iShares Russell 2000 ETF
IWM
$81.7B
$1.45M 0.31%
10,896
+557
+5% +$83.1K
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1,000M
$1.28M 0.27%
47,404
+5,322
+13% +$143K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$890K 0.19%
35,688
+832
+2% +$20.6K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$39.6B
$655K 0.14%
8,798
+393
+5% +$31K
SCHP icon
39
Schwab US TIPS ETF
SCHP
$16.5B
$654K 0.14%
24,566
-356
-1% -$9.47K
SCHX icon
40
Schwab US Large- Cap ETF
SCHX
$71.7B
$612K 0.13%
62,064
-1,488
-2% -$16K
BND icon
41
Vanguard Total Bond Market
BND
$159B
$505K 0.11%
6,390
+2,420
+61% +$189K
SCHH icon
42
Schwab US REIT ETF
SCHH
$11.6B
$461K 0.1%
24,034
-1,618
-6% -$33K
VO icon
43
Vanguard Mid-Cap ETF
VO
$106B
$460K 0.1%
+13,456
New +$505K
MUB icon
44
iShares National Muni Bond ETF
MUB
$45.5B
$389K 0.08%
3,572
+63
+2% +$6.78K
VB icon
45
Vanguard Small-Cap ETF
VB
$79.7B
$371K 0.08%
+2,839
New +$413K
VV icon
46
Vanguard Large-Cap ETF
VV
$52.2B
$340K 0.07%
+2,984
New +$369K
RWO icon
47
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$201K 0.04%
+4,541
New +$210K
1
2

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VVP
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DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
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SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
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GCC
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SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q4 2018 Portfolio in Review

As of Q4 2018, SigFig Wealth Management held 47 positions worth $470M, down 2.8% from $483M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

SigFig Wealth Management deployed $37.8M of net new capital in Q4 2018, opening 4 new positions and adding to 28 existing holdings. Its largest new stake was Vanguard Mid-Cap ETF: 13,456 shares worth $460K.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1.34M trimmed.

  • SigFig Wealth Management's largest Q4 2018 buy was Vanguard Mid-Cap ETF: 13,456 shares worth $460K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2018, an estimated $6.34M increase.
  • SigFig Wealth Management's biggest Q4 2018 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.34M.
  • SigFig Wealth Management's ten largest holdings make up 62% of its $470M portfolio in Q4 2018.
  • SigFig Wealth Management opened 4 new positions and closed 0 in Q4 2018.
  • SigFig Wealth Management's portfolio value fell 2.8% quarter-over-quarter to $470M.

Based on SigFig Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.