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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
IGIB icon
51
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$250K 0.03%
+4,559
New +$263K
NEAR icon
52
iShares Short Maturity Bond ETF
NEAR
$4.83B
$239K 0.03%
+4,937
New +$246K
ESGU icon
53
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$207K 0.03%
+3,598
New +$245K
QUAL icon
54
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$204K 0.03%
+2,513
New +$240K
PXH icon
55
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.94B
$197K 0.03%
12,792
+880
+7% +$17.3K
1 2
3

Similar funds

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
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
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

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.