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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
+2.13%
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
$642M
AUM Growth
+$77.6M
(+14%)
Cap. Flow
+$64.7M
Cap. Flow
% of AUM
10.08%
Top 10 Holdings %
Top 10 Hldgs %
64.62%
Holding
48
New
1
Increased
41
Reduced
6
Closed
–
Avg Time Held
1.6
years
Top 10 Avg Time Held
1.6
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$11.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.19M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.13M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$6.09M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$562K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$223K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$201K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$64.5K |
| 5 |
iShares Core US REIT ETF
USRT
|
+$33.8K |
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
$67B
| $4.34M | 0.68% |
270,786
+13,688
| +5% | +$217K |
2016 Q4
10 quarters
|
|
27
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $4.2M | 0.65% |
160,039
+9,760
| +6% | +$253K |
2016 Q4
10 quarters
|
|
28
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $3.64M | 0.57% |
121,248
+940
| +0.8% | +$28K |
2018 Q1
5 quarters
|
|
29
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $3.63M | 0.57% |
137,076
+3,998
| +3% | +$104K |
2016 Q4
10 quarters
|
|
30
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $3.55M | 0.55% |
41,850
+2,893
| +7% | +$244K |
2017 Q4
6 quarters
|
|
31
iShares TIPS Bond ETF
TIP
$14.4B
| $3.17M | 0.49% |
27,448
+671
| +3% | +$76.3K |
2016 Q4
10 quarters
|
|
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.4B
| $2.56M | 0.4% |
97,939
+7,459
| +8% | +$195K |
2016 Q4
10 quarters
|
|
33
iShares Russell 1000 ETF
IWB
$49.2B
| $2.48M | 0.39% |
15,245
+129
| +0.9% | +$20.7K |
2016 Q4
10 quarters
|
|
|
34
iShares Core US REIT ETF
USRT
$4.22B
| $1.91M | 0.3% |
36,803
-649
| -2% | -$33.8K |
2018 Q1
5 quarters
|
|
35
iShares Russell 2000 ETF
IWM
$77.5B
| $1.81M | 0.28% |
11,634
+373
| +3% | +$57.5K |
2018 Q2
4 quarters
|
|
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $1.49M | 0.23% |
52,602
+1,092
| +2% | +$30.5K |
2018 Q1
5 quarters
|
|
37
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $921K | 0.14% |
36,422
+1,822
| +5% | +$45.8K |
2018 Q1
5 quarters
|
|
38
Vanguard Real Estate ETF
VNQ
$36.7B
| $793K | 0.12% |
9,081
+231
| +3% | +$20.2K |
2018 Q2
4 quarters
|
|
39
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $782K | 0.12% |
18,716
+2,232
| +14% | +$91.3K |
2018 Q4
2 quarters
|
|
40
Schwab US Large- Cap ETF
SCHX
$74.6B
| $757K | 0.12% |
64,722
+2,310
| +4% | +$26.5K |
2016 Q4
10 quarters
|
|
41
Schwab US TIPS ETF
SCHP
$16.3B
| $718K | 0.11% |
25,492
+1,256
| +5% | +$34.8K |
2016 Q4
10 quarters
|
|
42
Vanguard Morningstar Small-Cap ETF
VB
$77.9B
| $651K | 0.1% |
4,153
+1,428
| +52% | +$221K |
2018 Q4
2 quarters
|
|
43
Vanguard Total Bond Market
BND
$163B
| $582K | 0.09% |
7,005
+651
| +10% | +$53K |
2018 Q2
4 quarters
|
|
44
Schwab US REIT ETF
SCHH
$10.8B
| $528K | 0.08% |
23,782
+1,346
| +6% | +$30K |
2016 Q4
10 quarters
|
|
45
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
| $475K | 0.07% |
3,526
+266
| +8% | +$35.2K |
2018 Q4
2 quarters
|
|
|
46
iShares National Muni Bond ETF
MUB
$49.2B
| $363K | 0.06% |
3,213
-576
| -15% | -$64.5K |
2018 Q1
5 quarters
|
|
47
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.08B
| $223K | 0.03% |
+10,306
| New | +$219K |
2019 Q2
0 quarters
|
|
48
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.21B
| $219K | 0.03% |
4,385
-213
| -5% | -$10.6K |
2018 Q4
2 quarters
|
|
Similar funds
SigFig Wealth Management's Q2 2019 Portfolio in Review
As of Q2 2019, SigFig Wealth Management held 48 positions worth $642M, up 14% from $564M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
SigFig Wealth Management deployed $64.7M of net new capital in Q2 2019, opening 1 new position and adding to 41 existing holdings. Its largest new stake was Invesco FTSE RAFI Emerging Markets ETF: 10,306 shares worth $223K.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $562K trimmed.
- SigFig Wealth Management's largest Q2 2019 buy was Invesco FTSE RAFI Emerging Markets ETF: 10,306 shares worth $223K.
- SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2019, an estimated $11.8M increase.
- SigFig Wealth Management's biggest Q2 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $562K.
- SigFig Wealth Management's ten largest holdings make up 65% of its $642M portfolio in Q2 2019.
- SigFig Wealth Management opened 1 new position and closed 0 in Q2 2019.
- SigFig Wealth Management's portfolio value rose 14% quarter-over-quarter to $642M.
Based on SigFig Wealth Management's 13F filing for Q2 2019, filed 5 Aug 2019.