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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
+5.82%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$9.09M
Cap. Flow
+$2.36M
Cap. Flow %
1.88%
Top 10 Hldgs %
83.15%
Holding
21
New
1
Increased
13
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$760K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$554K
3
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$432K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$382K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$356K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$365K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$134K
3
IWB icon
iShares Russell 1000 ETF
IWB
+$101K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$76.9K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$49.3K

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
$17.9M 14.25%
147,329
+6,343
+4% +$760K
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$15.3M 12.19%
283,005
-6,852
-2% -$365K
TIP icon
3
iShares TIPS Bond ETF
TIP
$15B
$13.2M 10.5%
115,462
+3,357
+3% +$382K
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$10M 7.97%
250,142
+9,229
+4% +$356K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$238B
$9.96M 7.93%
253,126
+14,464
+6% +$554K
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$9.48M 7.55%
197,139
-1,070
-0.5% -$49.3K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$9.48M 7.54%
163,324
+71
+0% +$3.99K
PCY icon
8
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$6.58M 5.23%
226,203
+14,995
+7% +$432K
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$44.7B
$6.47M 5.15%
680,430
+18,258
+3% +$171K
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.09M 4.85%
56,182
-1,243
-2% -$134K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$4.59M 3.66%
40,340
-683
-2% -$76.9K
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$13B
$3.87M 3.08%
161,627
+824
+0.5% +$19.2K
SCHF icon
13
Schwab International Equity ETF
SCHF
$69.3B
$3.71M 2.96%
248,656
+7,024
+3% +$102K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.5B
$2.51M 1.99%
90,266
+960
+1% +$26.5K
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$1.71M 1.36%
72,147
-1,892
-3% -$44.9K
SCHZ icon
16
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.29M 1.03%
49,858
+720
+1% +$18.6K
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$38.6B
$1.2M 0.96%
14,658
+620
+4% +$51.4K
IWB icon
18
iShares Russell 1000 ETF
IWB
$49.1B
$778K 0.62%
5,913
-781
-12% -$101K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$74.3B
$665K 0.53%
70,926
+774
+1% +$7.16K
SCHH icon
20
Schwab US REIT ETF
SCHH
$11.3B
$565K 0.45%
27,730
-782
-3% -$16K
IVE icon
21
iShares S&P 500 Value ETF
IVE
$50.2B
$268K 0.21%
+2,561
New +$266K

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 Q1 2017 Portfolio in Review

As of Q1 2017, SigFig Wealth Management held 21 positions worth $126M, up 7.8% from $117M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Trading was light in Q1 2017: portfolio turnover was 4.8%. SigFig Wealth Management opened 1 new position and made no exits, leaving the 21-position portfolio largely intact.

  • SigFig Wealth Management's largest Q1 2017 buy was iShares S&P 500 Value ETF: 2,561 shares worth $268K.
  • SigFig Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q1 2017, an estimated $760K increase.
  • SigFig Wealth Management's biggest Q1 2017 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $365K.
  • SigFig Wealth Management's ten largest holdings make up 83% of its $126M portfolio in Q1 2017.
  • SigFig Wealth Management opened 1 new position and closed 0 in Q1 2017.
  • SigFig Wealth Management's portfolio value rose 7.8% quarter-over-quarter to $126M.

Based on SigFig Wealth Management's 13F filing for Q1 2017, filed 28 Apr 2017.