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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
+0.08%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$702M
AUM Growth
+$60.5M
Cap. Flow
+$60.1M
Cap. Flow %
8.55%
Top 10 Hldgs %
73.66%
Holding
49
New
1
Increased
31
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.1M
3
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$24.9M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$13.6M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12M

Top Sells

Rank Stock Value
1
REET icon
iShares Global REIT ETF
REET
+$26.8M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$21.8M
3
LRGF icon
iShares US Equity Factor ETF
LRGF
+$16.8M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$11.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$793K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTS icon
26
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$3.64M 0.52%
121,342
+94
+0.1% +$2.82K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.44M 0.49%
40,498
-1,352
-3% -$115K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.6B
$3.05M 0.43%
26,201
-1,247
-5% -$145K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$2.65M 0.38%
95,160
-2,779
-3% -$75.4K
IWB icon
30
iShares Russell 1000 ETF
IWB
$48.3B
$2.28M 0.32%
13,861
-1,384
-9% -$227K
USRT icon
31
iShares Core US REIT ETF
USRT
$4.67B
$2.08M 0.3%
37,432
+629
+2% +$33.8K
IWM icon
32
iShares Russell 2000 ETF
IWM
$82B
$1.75M 0.25%
11,545
-89
-0.8% -$13.6K
SPIP icon
33
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.59M 0.23%
55,871
+3,269
+6% +$93.1K
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$986K 0.14%
38,984
+2,562
+7% +$64.8K
VO icon
35
Vanguard Mid-Cap ETF
VO
$106B
$902K 0.13%
21,524
+2,808
+15% +$117K
SCHP icon
36
Schwab US TIPS ETF
SCHP
$16.4B
$798K 0.11%
28,134
+2,642
+10% +$74.9K
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$71.8B
$763K 0.11%
64,590
-132
-0.2% -$1.56K
BND icon
38
Vanguard Total Bond Market
BND
$159B
$612K 0.09%
7,253
+248
+4% +$20.8K
VB icon
39
Vanguard Small-Cap ETF
VB
$79.9B
$611K 0.09%
3,973
-180
-4% -$27.9K
SCHH icon
40
Schwab US REIT ETF
SCHH
$11.6B
$601K 0.09%
25,464
+1,682
+7% +$38.6K
VV icon
41
Vanguard Large-Cap ETF
VV
$52.6B
$490K 0.07%
3,593
+67
+2% +$9.09K
MUB icon
42
iShares National Muni Bond ETF
MUB
$45.5B
$322K 0.05%
2,819
-394
-12% -$45K
PXH icon
43
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$242K 0.03%
12,042
+1,736
+17% +$35.8K
HYG icon
44
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
– –
-250,034
Closed -$21.8M
IGOV icon
45
iShares International Treasury Bond ETF
IGOV
$1.35B
– –
-227,332
Closed -$11.6M
LRGF icon
46
iShares US Equity Factor ETF
LRGF
$3.56B
– –
-528,831
Closed -$16.8M
REET icon
47
iShares Global REIT ETF
REET
$5.06B
– –
-1,006,455
Closed -$26.8M
RWO icon
48
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
– –
-4,385
Closed -$219K
VNQ icon
49
Vanguard Real Estate ETF
VNQ
$39.6B
– –
-9,081
Closed -$793K
1
2

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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
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
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SB
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SigFig Wealth Management's Q3 2019 Portfolio in Review

As of Q3 2019, SigFig Wealth Management held 49 positions worth $702M, up 9.4% from $642M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SigFig Wealth Management deployed $60.1M of net new capital in Q3 2019, opening 1 new position and adding to 31 existing holdings. Its largest new stake was Xtrackers USD High Yield Corporate Bond ETF: 623,074 shares worth $25M.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $669K trimmed.

  • SigFig Wealth Management's largest Q3 2019 buy was Xtrackers USD High Yield Corporate Bond ETF: 623,074 shares worth $25M.
  • SigFig Wealth Management added most to iShares Core S&P 500 ETF in Q3 2019, an estimated $31.5M increase.
  • SigFig Wealth Management's biggest Q3 2019 reduction was Vanguard Total Stock Market ETF, cutting an estimated $669K.
  • SigFig Wealth Management fully exited iShares Global REIT ETF in Q3 2019, selling an estimated $26.8M.
  • SigFig Wealth Management's ten largest holdings make up 74% of its $702M portfolio in Q3 2019.
  • SigFig Wealth Management opened 1 new position and closed 6 in Q3 2019.
  • SigFig Wealth Management's portfolio value rose 9.4% quarter-over-quarter to $702M.

Based on SigFig Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.