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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
+5.74%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$163M
Cap. Flow
+$114M
Cap. Flow %
10.39%
Top 10 Hldgs %
78.89%
Holding
70
New
7
Increased
56
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.34M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.14M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.89M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$286K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$123K
3
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$83.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.7K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$39.5K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDX icon
26
Vanguard Total International Bond ETF
BNDX
$82B
$4.28M 0.39%
73,514
+37,310
+103% +$2.16M
SPTS icon
27
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$4.25M 0.39%
138,359
+9,597
+7% +$295K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$4.02M 0.37%
143,124
+17,866
+14% +$504K
SHY icon
29
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.79M 0.35%
43,864
+1,082
+3% +$93.6K
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$44.7B
$3.64M 0.33%
43,817
+21,989
+101% +$1.83M
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.5B
$3.27M 0.3%
25,814
+1,137
+5% +$143K
IWB icon
32
iShares Russell 1000 ETF
IWB
$47.1B
$2.81M 0.26%
15,121
-242
-2% -$44.7K
LQD icon
33
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$2.71M 0.25%
20,073
+7,877
+65% +$1.07M
GOVT icon
34
iShares US Treasury Bond ETF
GOVT
$43.7B
$2.52M 0.23%
90,191
+36,073
+67% +$1.01M
FREL icon
35
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.43M 0.22%
103,893
+4,719
+5% +$113K
SPIP icon
36
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.32M 0.21%
74,823
+8,395
+13% +$258K
VMBS icon
37
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$2.2M 0.2%
40,583
+20,289
+100% +$1.1M
BLV icon
38
Vanguard Long-Term Bond ETF
BLV
$5.74B
$2.13M 0.19%
18,989
+9,687
+104% +$1.1M
USRT icon
39
iShares Core US REIT ETF
USRT
$4.71B
$2.12M 0.19%
48,399
+2,280
+5% +$102K
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.99M 0.18%
21,212
+10,689
+102% +$1M
ESGU icon
41
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$1.7M 0.15%
22,411
+8,640
+63% +$651K
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.42M 0.13%
25,889
+10,374
+67% +$570K
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$1.24M 0.11%
13,726
+5,332
+64% +$473K
VV icon
44
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$1.14M 0.1%
7,365
-797
-10% -$123K
SCHO icon
45
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.01M 0.09%
39,392
+7,096
+22% +$183K
VO icon
46
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$978K 0.09%
22,336
+1,588
+8% +$69.2K
SCHX icon
47
Schwab US Large- Cap ETF
SCHX
$70.3B
$963K 0.09%
72,204
-1,044
-1% -$13.9K
SHYG icon
48
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$958K 0.09%
21,886
+8,797
+67% +$387K
HYG icon
49
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$897K 0.08%
10,729
+1,340
+14% +$113K
ESGE icon
50
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$837K 0.08%
23,878
+8,888
+59% +$315K
1
2
3

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
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 Q3 2020 Portfolio in Review

As of Q3 2020, SigFig Wealth Management held 70 positions worth $1.1B, up 17% from $935M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

SigFig Wealth Management deployed $114M of net new capital in Q3 2020, opening 7 new positions and adding to 56 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Growth ETF: 14,725 shares worth $733K.

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

  • SigFig Wealth Management's largest Q3 2020 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 14,725 shares worth $733K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q3 2020, an estimated $28.8M increase.
  • SigFig Wealth Management's biggest Q3 2020 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $286K.
  • SigFig Wealth Management's ten largest holdings make up 79% of its $1.1B portfolio in Q3 2020.
  • SigFig Wealth Management opened 7 new positions and closed 0 in Q3 2020.
  • SigFig Wealth Management's portfolio value rose 17% quarter-over-quarter to $1.1B.

Based on SigFig Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.