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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
-9.39%
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
$470M
AUM Growth
-$13.6M
(-2.8%)
Cap. Flow
+$37.8M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
61.98%
Holding
47
New
4
Increased
28
Reduced
15
Closed
–
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1
year
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.34M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.28M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.28M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$4.23M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$3.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.34M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.22M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$859K |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$291K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
26
Schwab International Equity ETF
SCHF
$66.8B
| $3.7M | 0.79% |
261,714
+16,226
| +7% | +$248K |
2016 Q4
8 quarters
|
|
27
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $3.55M | 0.76% |
150,382
-4,318
| -3% | -$105K |
2016 Q4
8 quarters
|
|
28
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $3.49M | 0.74% |
118,084
-3,996
| -3% | -$118K |
2018 Q1
3 quarters
|
|
|
29
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $3.48M | 0.74% |
137,704
-5,780
| -4% | -$144K |
2016 Q4
8 quarters
|
|
30
iShares 1-3 Year Treasury Bond ETF
SHY
$26.9B
| $3.23M | 0.69% |
38,695
-893
| -2% | -$74.2K |
2017 Q4
4 quarters
|
|
|
31
iShares TIPS Bond ETF
TIP
$14.4B
| $2.91M | 0.62% |
26,608
-2,661
| -9% | -$291K |
2016 Q4
8 quarters
|
|
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.4B
| $2.03M | 0.43% |
91,251
-4,210
| -4% | -$99.3K |
2016 Q4
8 quarters
|
|
33
iShares Russell 1000 ETF
IWB
$48.6B
| $1.77M | 0.38% |
12,858
+4,620
| +56% | +$691K |
2016 Q4
8 quarters
|
|
34
iShares Core US REIT ETF
USRT
$4.22B
| $1.68M | 0.36% |
37,463
-587
| -2% | -$27.8K |
2018 Q1
3 quarters
|
|
35
iShares Russell 2000 ETF
IWM
$76.1B
| $1.45M | 0.31% |
10,896
+557
| +5% | +$83.1K |
2018 Q2
2 quarters
|
|
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $1.28M | 0.27% |
47,404
+5,322
| +13% | +$143K |
2018 Q1
3 quarters
|
|
37
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $890K | 0.19% |
35,688
+832
| +2% | +$20.6K |
2018 Q1
3 quarters
|
|
38
Vanguard Real Estate ETF
VNQ
$36.6B
| $655K | 0.14% |
8,798
+393
| +5% | +$31K |
2018 Q2
2 quarters
|
|
39
Schwab US TIPS ETF
SCHP
$16.4B
| $654K | 0.14% |
24,566
-356
| -1% | -$9.47K |
2016 Q4
8 quarters
|
|
40
Schwab US Large- Cap ETF
SCHX
$73.6B
| $612K | 0.13% |
62,064
-1,488
| -2% | -$16K |
2016 Q4
8 quarters
|
|
41
Vanguard Total Bond Market
BND
$163B
| $505K | 0.11% |
6,390
+2,420
| +61% | +$189K |
2018 Q2
2 quarters
|
|
42
Schwab US REIT ETF
SCHH
$10.8B
| $461K | 0.1% |
24,034
-1,618
| -6% | -$33K |
2016 Q4
8 quarters
|
|
43
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $460K | 0.1% |
+13,456
| New | +$505K |
2018 Q4
0 quarters
|
|
44
iShares National Muni Bond ETF
MUB
$49.2B
| $389K | 0.08% |
3,572
+63
| +2% | +$6.78K |
2018 Q1
3 quarters
|
|
45
Vanguard Morningstar Small-Cap ETF
VB
$76.7B
| $371K | 0.08% |
+2,839
| New | +$413K |
2018 Q4
0 quarters
|
|
46
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
| $340K | 0.07% |
+2,984
| New | +$369K |
2018 Q4
0 quarters
|
|
47
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.2B
| $201K | 0.04% |
+4,541
| New | +$210K |
2018 Q4
0 quarters
|
|
Similar funds
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 Morningstar 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 Morningstar 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.