We are live on ! Find out more
SWM

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
SCHP icon
51
Schwab US TIPS ETF
SCHP
$16.4B
$678K 0.07%
22,608
+138
+0.6% +$4.09K
BND icon
52
Vanguard Total Bond Market
BND
$158B
$626K 0.07%
7,089
+1,031
+17% +$90.1K
SHYG icon
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$561K 0.06%
+13,089
New +$553K
IWM icon
54
iShares Russell 2000 ETF
IWM
$80.4B
$517K 0.06%
3,610
-8,810
-71% -$1.16M
ESGE icon
55
iShares ESG Aware MSCI EM ETF
ESGE
$6.41B
$481K 0.05%
+14,990
New +$450K
MUB icon
56
iShares National Muni Bond ETF
MUB
$45.3B
$467K 0.05%
4,044
+1,026
+34% +$116K
VB icon
57
Vanguard Small-Cap ETF
VB
$80.2B
$437K 0.05%
2,998
-933
-24% -$125K
SCHH icon
58
Schwab US REIT ETF
SCHH
$11.7B
$434K 0.05%
24,628
+110
+0.4% +$1.91K
VLUE icon
59
iShares MSCI USA Value Factor ETF
VLUE
$9.29B
$398K 0.04%
+5,513
New +$384K
NEAR icon
60
iShares Short Maturity Bond ETF
NEAR
$4.82B
$337K 0.04%
6,729
+1,792
+36% +$88.6K
IXN icon
61
iShares Global Tech ETF
IXN
$8.1B
$286K 0.03%
+7,290
New +$258K
USMV icon
62
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$237K 0.03%
+3,916
New +$232K
IHI icon
63
iShares US Medical Devices ETF
IHI
$3.14B
$236K 0.03%
+5,340
New +$228K
IGIB icon
64
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-4,559
Closed -$250K
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$123B
– –
-1,983,905
Closed -$57.1M
QUAL icon
66
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
– –
-2,513
Closed -$204K
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
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 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.