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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
+5.36%
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
$812M
AUM Growth
+$110M
(+16%)
Cap. Flow
+$70.9M
Cap. Flow
% of AUM
8.73%
Top 10 Holdings %
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–
Avg Time Held
2
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$17.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.66M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$7.97M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.85M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$286K |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$159K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$92.9K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$77.6K |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$63.2K |
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
| $3.68M | 0.45% |
122,719
+1,377
| +1% | +$41.3K |
2018 Q1
7 quarters
|
|
27
iShares 1-3 Year Treasury Bond ETF
SHY
$26.9B
| $3.65M | 0.45% |
43,153
+2,655
| +7% | +$225K |
2017 Q4
8 quarters
|
|
28
iShares TIPS Bond ETF
TIP
$14.4B
| $3.13M | 0.39% |
26,870
+669
| +3% | +$77.8K |
2016 Q4
12 quarters
|
|
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.41B
| $2.66M | 0.33% |
95,390
+230
| +0.2% | +$6.37K |
2016 Q4
12 quarters
|
|
|
30
iShares Russell 1000 ETF
IWB
$48.7B
| $2.31M | 0.28% |
12,928
-933
| -7% | -$159K |
2016 Q4
12 quarters
|
|
31
iShares Core US REIT ETF
USRT
$4.24B
| $2.05M | 0.25% |
37,496
+64
| +0.2% | +$3.52K |
2018 Q1
7 quarters
|
|
32
iShares Russell 2000 ETF
IWM
$76.2B
| $2.02M | 0.25% |
12,191
+646
| +6% | +$102K |
2018 Q2
6 quarters
|
|
33
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $1.65M | 0.2% |
57,848
+1,977
| +4% | +$56.3K |
2018 Q1
7 quarters
|
|
34
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $984K | 0.12% |
38,992
+8
| +0% | +$202 |
2018 Q1
7 quarters
|
|
35
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $925K | 0.11% |
20,756
-768
| -4% | -$33K |
2018 Q4
4 quarters
|
|
36
Schwab US Large- Cap ETF
SCHX
$73.7B
| $807K | 0.1% |
63,030
-1,560
| -2% | -$19.1K |
2016 Q4
12 quarters
|
|
37
Schwab US TIPS ETF
SCHP
$16.4B
| $790K | 0.1% |
27,904
-230
| -0.8% | -$6.52K |
2016 Q4
12 quarters
|
|
38
Vanguard Morningstar Small-Cap ETF
VB
$76.9B
| $611K | 0.08% |
3,687
-286
| -7% | -$45.6K |
2018 Q4
4 quarters
|
|
39
Vanguard Total Bond Market
BND
$163B
| $581K | 0.07% |
6,929
-324
| -4% | -$27.2K |
2018 Q2
6 quarters
|
|
40
Schwab US REIT ETF
SCHH
$10.9B
| $560K | 0.07% |
24,380
-1,084
| -4% | -$25.3K |
2016 Q4
12 quarters
|
|
41
Vanguard S&P 500 ETF
VOO
$1.03T
| $545K | 0.07% |
+1,844
| New | +$522K |
2019 Q4
0 quarters
|
|
|
42
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
| $465K | 0.06% |
3,146
-447
| -12% | -$63.2K |
2018 Q4
4 quarters
|
|
43
iShares National Muni Bond ETF
MUB
$49.2B
| $351K | 0.04% |
3,084
+265
| +9% | +$30.2K |
2018 Q1
7 quarters
|
|
44
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.06B
| $266K | 0.03% |
11,912
-130
| -1% | -$2.74K |
2019 Q2
2 quarters
|
|
45
Vanguard Total International Bond ETF
BNDX
$83.5B
| $226K | 0.03% |
+3,992
| New | +$232K |
2019 Q4
0 quarters
|
|
46
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $205K | 0.03% |
+2,540
| New | +$205K |
2019 Q4
0 quarters
|
|
Similar funds
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 Morningstar 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 Morningstar 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.