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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
+3.45%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$59.6M
Cap. Flow
+$53.7M
Cap. Flow %
25.67%
Top 10 Hldgs %
71.61%
Holding
32
New
4
Increased
27
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.05M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.35M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.52M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.4K

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
$24.2M 11.57%
176,384
+5,339
+3% +$714K
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$20.2M 9.66%
330,603
+38,180
+13% +$2.28M
TIP icon
3
iShares TIPS Bond ETF
TIP
$15B
$18M 8.59%
157,467
+21,721
+16% +$2.47M
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$138B
$15.6M 7.46%
142,646
+73,622
+107% +$8.05M
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$13.6M 6.48%
295,472
+12,651
+4% +$565K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$238B
$13.5M 6.46%
301,201
+15,825
+6% +$699K
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$13.3M 6.36%
233,853
+30,980
+15% +$1.73M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$195B
$13M 6.24%
197,325
+26,737
+16% +$1.74M
PCY icon
9
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$10.4M 4.96%
350,933
+83,663
+31% +$2.47M
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$44.7B
$8.05M 3.85%
745,962
+68,976
+10% +$723K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$5.89M 2.82%
50,746
+7,034
+16% +$813K
GSLC icon
12
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$5.09M 2.43%
95,364
+83,772
+723% +$4.35M
IJH icon
13
iShares Core S&P Mid-Cap ETF
IJH
$124B
$4.9M 2.34%
129,080
+111,570
+637% +$4.13M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$898B
$4.67M 2.23%
17,363
+15,361
+767% +$4.02M
SCHE icon
15
Schwab Emerging Markets Equity ETF
SCHE
$13B
$4.62M 2.21%
165,789
+9,838
+6% +$271K
SCHF icon
16
Schwab International Equity ETF
SCHF
$69.3B
$4.49M 2.15%
263,854
+15,534
+6% +$264K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.18M 2%
54,435
+46,679
+602% +$3.52M
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$3.22M 1.54%
116,432
+18,552
+19% +$513K
REET icon
19
iShares Global REIT ETF
REET
$4.99B
$2.65M 1.26%
101,377
+89,881
+782% +$2.32M
GSIE icon
20
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$2.6M 1.24%
86,624
+76,239
+734% +$2.25M
IGIB icon
21
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$2.47M 1.18%
+45,254
New +$2.48M
GEM icon
22
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$2.16M 1.03%
60,352
+52,359
+655% +$1.82M
HYG icon
23
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$2.15M 1.03%
+24,637
New +$2.16M
FREL icon
24
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$2.04M 0.98%
82,763
+7,723
+10% +$191K
LRGF icon
25
iShares US Equity Factor ETF
LRGF
$3.71B
$1.64M 0.79%
51,679
+42,529
+465% +$1.33M
1
2

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 2017 Portfolio in Review

As of Q4 2017, SigFig Wealth Management held 32 positions worth $209M, up 40% from $150M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $53.7M of net new capital in Q4 2017, opening 4 new positions and adding to 27 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 45,254 shares worth $2.47M.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $11.4K trimmed.

  • SigFig Wealth Management's largest Q4 2017 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 45,254 shares worth $2.47M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2017, an estimated $8.05M increase.
  • SigFig Wealth Management's biggest Q4 2017 reduction was Schwab US Large- Cap ETF, cutting an estimated $11.4K.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $209M portfolio in Q4 2017.
  • SigFig Wealth Management opened 4 new positions and closed 0 in Q4 2017.
  • SigFig Wealth Management's portfolio value rose 40% quarter-over-quarter to $209M.

Based on SigFig Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.