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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
$564M
AUM Growth
+$94.5M
Cap. Flow
+$48M
Cap. Flow %
8.51%
Top 10 Hldgs %
63.41%
Holding
47
New
–
Increased
32
Reduced
15
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.36M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.16M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.36M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$602K
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$349K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$211K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$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
$65.9B
$4.03M 0.71%
257,098
-4,616
-2% -$70.4K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$3.91M 0.69%
150,279
-103
-0.1% -$2.61K
SPTS icon
28
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$3.58M 0.63%
120,308
+2,224
+2% +$65.9K
SCHZ icon
29
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.45M 0.61%
133,078
-4,626
-3% -$118K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.28M 0.58%
38,957
+262
+0.7% +$21.9K
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.5B
$3.03M 0.54%
26,777
+169
+0.6% +$18.7K
IWB icon
32
iShares Russell 1000 ETF
IWB
$47.7B
$2.38M 0.42%
15,116
+2,258
+18% +$341K
FREL icon
33
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$2.35M 0.42%
90,480
-771
-0.8% -$19.1K
USRT icon
34
iShares Core US REIT ETF
USRT
$4.73B
$1.94M 0.34%
37,452
-11
-0% -$545
IWM icon
35
iShares Russell 2000 ETF
IWM
$80.3B
$1.72M 0.31%
11,261
+365
+3% +$54.9K
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.43M 0.25%
51,510
+4,106
+9% +$112K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$868K 0.15%
34,600
-1,088
-3% -$27.2K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$39.8B
$769K 0.14%
8,850
+52
+0.6% +$4.3K
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$71.1B
$703K 0.12%
62,412
+348
+0.6% +$3.77K
SCHP icon
40
Schwab US TIPS ETF
SCHP
$16.3B
$666K 0.12%
24,236
-330
-1% -$8.91K
VO icon
41
Vanguard Mid-Cap ETF
VO
$107B
$662K 0.12%
16,484
+3,028
+23% +$116K
BND icon
42
Vanguard Total Bond Market
BND
$158B
$516K 0.09%
6,354
-36
-0.6% -$2.88K
SCHH icon
43
Schwab US REIT ETF
SCHH
$11.7B
$498K 0.09%
22,436
-1,598
-7% -$33.9K
VV icon
44
Vanguard Large-Cap ETF
VV
$51.9B
$423K 0.08%
3,260
+276
+9% +$34.5K
MUB icon
45
iShares National Muni Bond ETF
MUB
$45.2B
$421K 0.07%
3,789
+217
+6% +$23.8K
VB icon
46
Vanguard Small-Cap ETF
VB
$79.9B
$416K 0.07%
2,725
-114
-4% -$16.9K
RWO icon
47
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$230K 0.04%
4,598
+57
+1% +$2.75K
1
2

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ABC
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GL
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SCA
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ACH
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SB
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SigFig Wealth Management's Q1 2019 Portfolio in Review

As of Q1 2019, SigFig Wealth Management held 47 positions worth $564M, up 20% from $470M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

SigFig Wealth Management deployed $48M of net new capital in Q1 2019, adding to 32 existing holdings.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $602K trimmed.

  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q1 2019, an estimated $9.36M increase.
  • SigFig Wealth Management's biggest Q1 2019 reduction was Vanguard Total Stock Market ETF, cutting an estimated $602K.
  • SigFig Wealth Management's ten largest holdings make up 63% of its $564M portfolio in Q1 2019.
  • SigFig Wealth Management opened 0 new positions and closed 0 in Q1 2019.
  • SigFig Wealth Management's portfolio value rose 20% quarter-over-quarter to $564M.

Based on SigFig Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.