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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
+5.36%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$812M
AUM Growth
+$110M
Cap. Flow
+$70.9M
Cap. Flow %
8.73%
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.66M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.88M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$286K
2
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$92.9K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$77.6K
5
VV icon
Vanguard Large-Cap ETF
VV
+$63.2K

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
$3.68M 0.45%
122,719
+1,377
+1% +$41.3K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.65M 0.45%
43,153
+2,655
+7% +$225K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.6B
$3.13M 0.39%
26,870
+669
+3% +$77.8K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.66M 0.33%
95,390
+230
+0.2% +$6.37K
IWB icon
30
iShares Russell 1000 ETF
IWB
$47.9B
$2.31M 0.28%
12,928
-933
-7% -$159K
USRT icon
31
iShares Core US REIT ETF
USRT
$4.65B
$2.05M 0.25%
37,496
+64
+0.2% +$3.52K
IWM icon
32
iShares Russell 2000 ETF
IWM
$81.2B
$2.02M 0.25%
12,191
+646
+6% +$102K
SPIP icon
33
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.65M 0.2%
57,848
+1,977
+4% +$56.3K
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$984K 0.12%
38,992
+8
+0% +$202
VO icon
35
Vanguard Mid-Cap ETF
VO
$105B
$925K 0.11%
20,756
-768
-4% -$33K
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$71.2B
$807K 0.1%
63,030
-1,560
-2% -$19.1K
SCHP icon
37
Schwab US TIPS ETF
SCHP
$16.4B
$790K 0.1%
27,904
-230
-0.8% -$6.52K
VB icon
38
Vanguard Small-Cap ETF
VB
$79.2B
$611K 0.08%
3,687
-286
-7% -$45.6K
BND icon
39
Vanguard Total Bond Market
BND
$158B
$581K 0.07%
6,929
-324
-4% -$27.2K
SCHH icon
40
Schwab US REIT ETF
SCHH
$11.6B
$560K 0.07%
24,380
-1,084
-4% -$25.3K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$973B
$545K 0.07%
+1,844
New +$522K
VV icon
42
Vanguard Large-Cap ETF
VV
$52.1B
$465K 0.06%
3,146
-447
-12% -$63.2K
MUB icon
43
iShares National Muni Bond ETF
MUB
$45.5B
$351K 0.04%
3,084
+265
+9% +$30.2K
PXH icon
44
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$266K 0.03%
11,912
-130
-1% -$2.74K
BNDX icon
45
Vanguard Total International Bond ETF
BNDX
$82B
$226K 0.03%
+3,992
New +$232K
BSV icon
46
Vanguard Short-Term Bond ETF
BSV
$44.7B
$205K 0.03%
+2,540
New +$205K
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
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 Q4 2019 Portfolio in Review

As of Q4 2019, SigFig Wealth Management held 46 positions worth $812M, up 16% from $702M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SigFig Wealth Management deployed $70.9M of net new capital in Q4 2019, opening 3 new positions and adding to 31 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 1,844 shares worth $545K.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $286K trimmed.

  • SigFig Wealth Management's largest Q4 2019 buy was Vanguard S&P 500 ETF: 1,844 shares worth $545K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2019, an estimated $17.6M increase.
  • SigFig Wealth Management's biggest Q4 2019 reduction was Vanguard Total Stock Market ETF, cutting an estimated $286K.
  • SigFig Wealth Management's ten largest holdings make up 75% of its $812M portfolio in Q4 2019.
  • SigFig Wealth Management opened 3 new positions and closed 0 in Q4 2019.
  • SigFig Wealth Management's portfolio value rose 16% quarter-over-quarter to $812M.

Based on SigFig Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.