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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+15.69%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$935M
AUM Growth
+$199M
Cap. Flow
+$97.1M
Cap. Flow %
10.39%
Top 10 Hldgs %
79.59%
Holding
66
New
11
Increased
41
Reduced
11
Closed
3

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$122M
2
VXF icon
Vanguard Extended Market ETF
VXF
+$103M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.57M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$3.9M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$95.4M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.16M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$464K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$971B
$3.66M 0.39%
12,905
+5,926
+85% +$1.6M
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.52M 0.38%
125,258
-2,226
-2% -$61.9K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.5B
$3.04M 0.32%
24,677
+1,316
+6% +$160K
IWB icon
29
iShares Russell 1000 ETF
IWB
$47.9B
$2.64M 0.28%
15,363
-2,865
-16% -$464K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.32M 0.25%
99,174
+751
+0.8% +$16.9K
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$82.3B
$2.09M 0.22%
36,204
+21,422
+145% +$1.22M
USRT icon
32
iShares Core US REIT ETF
USRT
$4.74B
$2M 0.21%
46,119
+5,419
+13% +$227K
SPIP icon
33
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2M 0.21%
66,428
+4,831
+8% +$144K
IVV icon
34
iShares Core S&P 500 ETF
IVV
$871B
$1.91M 0.2%
6,157
-324,801
-98% -$95.4M
BSV icon
35
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.81M 0.19%
21,828
+12,626
+137% +$1.04M
LQD icon
36
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$1.64M 0.18%
+12,196
New +$1.59M
GOVT icon
37
iShares US Treasury Bond ETF
GOVT
$43.9B
$1.51M 0.16%
54,118
+29,448
+119% +$824K
VV icon
38
Vanguard Large-Cap ETF
VV
$52B
$1.17M 0.12%
8,162
+4,536
+125% +$613K
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$1.1M 0.12%
20,294
+11,825
+140% +$644K
BLV icon
40
Vanguard Long-Term Bond ETF
BLV
$5.81B
$1.04M 0.11%
9,302
+5,486
+144% +$599K
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$981K 0.1%
10,523
+5,788
+122% +$530K
ESGU icon
42
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$964K 0.1%
13,771
+10,173
+283% +$670K
SCHX icon
43
Schwab US Large- Cap ETF
SCHX
$71.3B
$905K 0.1%
73,248
-726
-1% -$8.46K
PXH icon
44
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$856K 0.09%
49,500
+36,708
+287% +$614K
VO icon
45
Vanguard Mid-Cap ETF
VO
$107B
$850K 0.09%
20,748
-1,240
-6% -$47.5K
IGSB icon
46
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$849K 0.09%
+15,515
New +$836K
SCHO icon
47
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$834K 0.09%
32,296
+196
+0.6% +$5.06K
HYG icon
48
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$766K 0.08%
+9,389
New +$757K
EFG icon
49
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$698K 0.07%
+8,394
New +$656K
INTF icon
50
iShares International Equity Factor ETF
INTF
$3.57B
$686K 0.07%
+29,923
New +$659K
1
2
3

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DGM
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ABC
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GL
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SCA
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ACH
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GCC
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SB
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SigFig Wealth Management's Q2 2020 Portfolio in Review

As of Q2 2020, SigFig Wealth Management held 66 positions worth $935M, up 27% from $736M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

SigFig Wealth Management deployed $97.1M of net new capital in Q2 2020, opening 11 new positions and adding to 41 existing holdings. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 12,196 shares worth $1.64M.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $95.4M trimmed.

  • SigFig Wealth Management's largest Q2 2020 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 12,196 shares worth $1.64M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q2 2020, an estimated $122M increase.
  • SigFig Wealth Management's biggest Q2 2020 reduction was iShares Core S&P 500 ETF, cutting an estimated $95.4M.
  • SigFig Wealth Management fully exited iShares Core S&P Mid-Cap ETF in Q2 2020, selling an estimated $57.1M.
  • SigFig Wealth Management's ten largest holdings make up 80% of its $935M portfolio in Q2 2020.
  • SigFig Wealth Management opened 11 new positions and closed 3 in Q2 2020.
  • SigFig Wealth Management's portfolio value rose 27% quarter-over-quarter to $935M.

Based on SigFig Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.