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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
+0.08%
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
$702M
AUM Growth
+$60.5M
(+9.4%)
Cap. Flow
+$60.1M
Cap. Flow
% of AUM
8.55%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
49
New
1
Increased
31
Reduced
11
Closed
6
Avg Time Held
1.9
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$31.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$28.1M |
| 3 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$24.9M |
| 4 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$13.6M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Global REIT ETF
REET
|
+$26.8M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$21.8M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
+$16.8M |
| 4 |
iShares International Treasury Bond ETF
IGOV
|
+$11.6M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$793K |
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $3.64M | 0.52% |
121,342
+94
| +0.1% | +$2.82K |
2018 Q1
6 quarters
|
|
27
iShares 1-3 Year Treasury Bond ETF
SHY
$26.9B
| $3.44M | 0.49% |
40,498
-1,352
| -3% | -$115K |
2017 Q4
7 quarters
|
|
28
iShares TIPS Bond ETF
TIP
$14.4B
| $3.05M | 0.43% |
26,201
-1,247
| -5% | -$145K |
2016 Q4
11 quarters
|
|
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.4B
| $2.65M | 0.38% |
95,160
-2,779
| -3% | -$75.4K |
2016 Q4
11 quarters
|
|
30
iShares Russell 1000 ETF
IWB
$48.6B
| $2.28M | 0.32% |
13,861
-1,384
| -9% | -$227K |
2016 Q4
11 quarters
|
|
31
iShares Core US REIT ETF
USRT
$4.23B
| $2.08M | 0.3% |
37,432
+629
| +2% | +$33.8K |
2018 Q1
6 quarters
|
|
32
iShares Russell 2000 ETF
IWM
$76.1B
| $1.75M | 0.25% |
11,545
-89
| -0.8% | -$13.6K |
2018 Q2
5 quarters
|
|
33
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $1.59M | 0.23% |
55,871
+3,269
| +6% | +$93.1K |
2018 Q1
6 quarters
|
|
34
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $986K | 0.14% |
38,984
+2,562
| +7% | +$64.8K |
2018 Q1
6 quarters
|
|
35
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $902K | 0.13% |
21,524
+2,808
| +15% | +$117K |
2018 Q4
3 quarters
|
|
36
Schwab US TIPS ETF
SCHP
$16.4B
| $798K | 0.11% |
28,134
+2,642
| +10% | +$74.9K |
2016 Q4
11 quarters
|
|
37
Schwab US Large- Cap ETF
SCHX
$73.6B
| $763K | 0.11% |
64,590
-132
| -0.2% | -$1.56K |
2016 Q4
11 quarters
|
|
38
Vanguard Total Bond Market
BND
$163B
| $612K | 0.09% |
7,253
+248
| +4% | +$20.8K |
2018 Q2
5 quarters
|
|
39
Vanguard Morningstar Small-Cap ETF
VB
$76.7B
| $611K | 0.09% |
3,973
-180
| -4% | -$27.9K |
2018 Q4
3 quarters
|
|
40
Schwab US REIT ETF
SCHH
$10.9B
| $601K | 0.09% |
25,464
+1,682
| +7% | +$38.6K |
2016 Q4
11 quarters
|
|
41
Vanguard Morningstar Large-Cap ETF
VV
$54B
| $490K | 0.07% |
3,593
+67
| +2% | +$9.09K |
2018 Q4
3 quarters
|
|
42
iShares National Muni Bond ETF
MUB
$49.2B
| $322K | 0.05% |
2,819
-394
| -12% | -$45K |
2018 Q1
6 quarters
|
|
43
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.06B
| $242K | 0.03% |
12,042
+1,736
| +17% | +$35.8K |
2019 Q2
1 quarter
|
|
|
44
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| – | – |
-250,034
| Closed | -$21.8M | – |
|
|
45
iShares International Treasury Bond ETF
IGOV
$1.32B
| – | – |
-227,332
| Closed | -$11.6M | – |
|
|
46
iShares US Equity Factor ETF
LRGF
$3.67B
| – | – |
-528,831
| Closed | -$16.8M | – |
|
|
47
iShares Global REIT ETF
REET
$4.66B
| – | – |
-1,006,455
| Closed | -$26.8M | – |
|
48
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.2B
| – | – |
-4,385
| Closed | -$219K | – |
|
|
49
Vanguard Real Estate ETF
VNQ
$36.7B
| – | – |
-9,081
| Closed | -$793K | – |
|
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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 Morningstar 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 Morningstar 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.