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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
-1.78%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow %
100.02%
Top 10 Hldgs %
82.8%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$15.9M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.5M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$12.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.76M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$16.3M 13.95%
+140,986
New +$15.9M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$14.9M 12.75%
+289,857
New +$14.5M
TIP icon
3
iShares TIPS Bond ETF
TIP
$15B
$12.7M 10.88%
+112,105
New +$12.8M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$195B
$8.76M 7.51%
+163,253
New +$8.76M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$238B
$8.72M 7.48%
+238,662
New +$8.71M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$8.62M 7.39%
+240,913
New +$8.82M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$8.42M 7.22%
+198,209
New +$8.69M
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.21M 5.32%
+57,425
New +$6.29M
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$44.7B
$6.02M 5.16%
+662,172
New +$5.83M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$5.97M 5.12%
+211,208
New +$6.11M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$4.52M 3.88%
+41,023
New +$4.6M
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$13B
$3.5M 3%
+160,803
New +$3.6M
SCHF icon
13
Schwab International Equity ETF
SCHF
$69.3B
$3.37M 2.89%
+241,632
New +$3.39M
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.5B
$2.46M 2.11%
+89,306
New +$2.49M
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$1.74M 1.49%
+74,039
New +$1.71M
SCHZ icon
16
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.27M 1.09%
+49,138
New +$1.29M
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$38.6B
$1.16M 0.99%
+14,038
New +$1.14M
IWB icon
18
iShares Russell 1000 ETF
IWB
$49.1B
$833K 0.71%
+6,694
New +$814K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$74.3B
$628K 0.54%
+70,152
New +$609K
SCHH icon
20
Schwab US REIT ETF
SCHH
$11.3B
$586K 0.5%
+28,512
New +$572K

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for SigFig Wealth Management, which disclosed 20 positions worth $117M. Its ten largest holdings account for 83% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 140,986 shares worth $16.3M.

  • SigFig Wealth Management's largest Q4 2016 buy was Vanguard Morningstar Total Stock Market ETF: 140,986 shares worth $16.3M.
  • SigFig Wealth Management's ten largest holdings make up 83% of its $117M portfolio in Q4 2016.
  • SigFig Wealth Management disclosed 20 positions in Q4 2016, its first 13F filing on record.

Based on SigFig Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.