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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
+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
SCHP icon
51
Schwab US TIPS ETF
SCHP
$16.4B
$807K 0.07%
26,140
+3,532
+16% +$108K
PXH icon
52
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$779K 0.07%
44,958
-4,542
-9% -$83.3K
SPYG icon
53
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51B
$733K 0.07%
+14,725
New +$722K
INTF icon
54
iShares International Equity Factor ETF
INTF
$3.65B
$705K 0.06%
28,885
-1,038
-3% -$25.3K
VLUE icon
55
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
$680K 0.06%
9,265
+3,752
+68% +$279K
BND icon
56
Vanguard Total Bond Market
BND
$158B
$634K 0.06%
7,172
+83
+1% +$7.36K
IWM icon
57
iShares Russell 2000 ETF
IWM
$80.2B
$597K 0.05%
4,001
+391
+11% +$58.8K
NEAR icon
58
iShares Short Maturity Bond ETF
NEAR
$4.83B
$554K 0.05%
11,052
+4,323
+64% +$216K
SCHH icon
59
Schwab US REIT ETF
SCHH
$11.5B
$527K 0.05%
29,848
+5,220
+21% +$93.9K
IXN icon
60
iShares Global Tech ETF
IXN
$8.34B
$505K 0.05%
11,556
+4,266
+59% +$181K
MUB icon
61
iShares National Muni Bond ETF
MUB
$45.2B
$484K 0.04%
4,172
+128
+3% +$14.9K
MTUM icon
62
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$469K 0.04%
+3,213
New +$459K
IHI icon
63
iShares US Medical Devices ETF
IHI
$3.14B
$426K 0.04%
8,676
+3,336
+62% +$162K
VB icon
64
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$420K 0.04%
2,741
-257
-9% -$39.5K
USMV icon
65
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$408K 0.04%
6,434
+2,518
+64% +$160K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$122B
$280K 0.03%
+7,610
New +$285K
IUSB icon
67
iShares Core Universal USD Bond ETF
IUSB
$43B
$276K 0.03%
+5,070
New +$277K
IEF icon
68
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$274K 0.02%
+2,240
New +$273K
IYG icon
69
iShares US Financial Services ETF
IYG
$2.16B
$269K 0.02%
+6,687
New +$276K
TLT icon
70
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$205K 0.02%
+1,240
New +$206K
1 2
3

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VVP
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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.