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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
-16.22%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$736M
AUM Growth
-$75.8M
Cap. Flow
+$77.6M
Cap. Flow %
10.54%
Top 10 Hldgs %
75.86%
Holding
55
New
9
Increased
33
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.7M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.6M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.67M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.25M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.37M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$692K
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$581K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$558K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$413K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHZ icon
26
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.46M 0.47%
127,484
-21,506
-14% -$581K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$3.35M 0.46%
38,708
-4,445
-10% -$380K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.5B
$2.75M 0.37%
23,361
-3,509
-13% -$413K
IWB icon
29
iShares Russell 1000 ETF
IWB
$47.9B
$2.58M 0.35%
18,228
+5,300
+41% +$896K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.05M 0.28%
98,423
+3,033
+3% +$79.9K
SPIP icon
31
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.79M 0.24%
61,597
+3,749
+6% +$108K
VOO icon
32
Vanguard S&P 500 ETF
VOO
$972B
$1.65M 0.22%
6,979
+5,135
+278% +$1.44M
USRT icon
33
iShares Core US REIT ETF
USRT
$4.65B
$1.59M 0.22%
40,700
+3,204
+9% +$164K
IWM icon
34
iShares Russell 2000 ETF
IWM
$80.2B
$1.42M 0.19%
12,420
+229
+2% +$34.1K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$82.1B
$832K 0.11%
14,782
+10,790
+270% +$616K
SCHO icon
36
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$830K 0.11%
32,100
-6,892
-18% -$176K
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$44.7B
$756K 0.1%
9,202
+6,662
+262% +$541K
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$71.3B
$755K 0.1%
73,974
+10,944
+17% +$133K
VO icon
39
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$724K 0.1%
21,988
+1,232
+6% +$51K
GOVT icon
40
iShares US Treasury Bond ETF
GOVT
$43.7B
$691K 0.09%
+24,670
New +$662K
SCHP icon
41
Schwab US TIPS ETF
SCHP
$16.4B
$646K 0.09%
22,470
-5,434
-19% -$156K
BND icon
42
Vanguard Total Bond Market
BND
$158B
$517K 0.07%
6,058
-871
-13% -$74K
VMBS icon
43
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$462K 0.06%
+8,469
New +$453K
VB icon
44
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$454K 0.06%
3,931
+244
+7% +$36.7K
VV icon
45
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$429K 0.06%
3,626
+480
+15% +$67.4K
BIV icon
46
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$423K 0.06%
+4,735
New +$420K
BLV icon
47
Vanguard Long-Term Bond ETF
BLV
$5.74B
$407K 0.06%
+3,816
New +$399K
SCHH icon
48
Schwab US REIT ETF
SCHH
$11.5B
$401K 0.05%
24,518
+138
+0.6% +$2.94K
MUB icon
49
iShares National Muni Bond ETF
MUB
$45.2B
$341K 0.05%
3,018
-66
-2% -$7.53K
VXF icon
50
Vanguard Extended Market ETF
VXF
$30.4B
$297K 0.04%
+3,284
New +$382K
1
2
3

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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
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SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
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GCC
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SB
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SigFig Wealth Management's Q1 2020 Portfolio in Review

As of Q1 2020, SigFig Wealth Management held 55 positions worth $736M, down 9.3% from $812M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

SigFig Wealth Management deployed $77.6M of net new capital in Q1 2020, opening 9 new positions and adding to 33 existing holdings. Its largest new stake was iShares US Treasury Bond ETF: 24,670 shares worth $691K.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.37M trimmed.

  • SigFig Wealth Management's largest Q1 2020 buy was iShares US Treasury Bond ETF: 24,670 shares worth $691K.
  • SigFig Wealth Management added most to iShares Core S&P Small-Cap ETF in Q1 2020, an estimated $14.7M increase.
  • SigFig Wealth Management's biggest Q1 2020 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.37M.
  • SigFig Wealth Management's ten largest holdings make up 76% of its $736M portfolio in Q1 2020.
  • SigFig Wealth Management opened 9 new positions and closed 0 in Q1 2020.
  • SigFig Wealth Management's portfolio value fell 9.3% quarter-over-quarter to $736M.

Based on SigFig Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.