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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
+2.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$642M
AUM Growth
+$77.6M
Cap. Flow
+$64.7M
Cap. Flow %
10.08%
Top 10 Hldgs %
64.62%
Holding
48
New
1
Increased
41
Reduced
6
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.8M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.19M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.13M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.49M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$562K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$223K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$201K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$64.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$65.4B
$4.34M 0.68%
270,786
+13,688
+5% +$217K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$4.2M 0.65%
160,039
+9,760
+6% +$253K
SPTS icon
28
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$3.64M 0.57%
121,248
+940
+0.8% +$28K
SCHZ icon
29
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.63M 0.57%
137,076
+3,998
+3% +$104K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$3.55M 0.55%
41,850
+2,893
+7% +$244K
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.5B
$3.17M 0.49%
27,448
+671
+3% +$76.3K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.56M 0.4%
97,939
+7,459
+8% +$195K
IWB icon
33
iShares Russell 1000 ETF
IWB
$48B
$2.48M 0.39%
15,245
+129
+0.9% +$20.7K
USRT icon
34
iShares Core US REIT ETF
USRT
$4.61B
$1.91M 0.3%
36,803
-649
-2% -$33.8K
IWM icon
35
iShares Russell 2000 ETF
IWM
$82.1B
$1.81M 0.28%
11,634
+373
+3% +$57.5K
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.49M 0.23%
52,602
+1,092
+2% +$30.5K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$921K 0.14%
36,422
+1,822
+5% +$45.8K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$39.5B
$793K 0.12%
9,081
+231
+3% +$20.2K
VO icon
39
Vanguard Mid-Cap ETF
VO
$105B
$782K 0.12%
18,716
+2,232
+14% +$91.3K
SCHX icon
40
Schwab US Large- Cap ETF
SCHX
$71.7B
$757K 0.12%
64,722
+2,310
+4% +$26.5K
SCHP icon
41
Schwab US TIPS ETF
SCHP
$16.5B
$718K 0.11%
25,492
+1,256
+5% +$34.8K
VB icon
42
Vanguard Small-Cap ETF
VB
$79.6B
$651K 0.1%
4,153
+1,428
+52% +$221K
BND icon
43
Vanguard Total Bond Market
BND
$159B
$582K 0.09%
7,005
+651
+10% +$53K
SCHH icon
44
Schwab US REIT ETF
SCHH
$11.6B
$528K 0.08%
23,782
+1,346
+6% +$30K
VV icon
45
Vanguard Large-Cap ETF
VV
$52.2B
$475K 0.07%
3,526
+266
+8% +$35.2K
MUB icon
46
iShares National Muni Bond ETF
MUB
$45.5B
$363K 0.06%
3,213
-576
-15% -$64.5K
PXH icon
47
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.88B
$223K 0.03%
+10,306
New +$219K
RWO icon
48
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$219K 0.03%
4,385
-213
-5% -$10.6K
1
2

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

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 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 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.