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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
-0.21%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$389M
AUM Growth
+$217M
Cap. Flow
+$158M
Cap. Flow %
40.55%
Top 10 Hldgs %
57.17%
Holding
43
New
11
Increased
15
Reduced
17
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.5M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.8M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
REET icon
iShares Global REIT ETF
REET
+$12.8M

Top Sells

Rank Stock Value
1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.16M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$431K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$378K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$259K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$189K

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$45.2M 11.62%
424,844
+124,177
+41% +$13.2M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$24.6M 6.33%
+449,113
New +$24.5M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$124B
$24M 6.18%
+616,935
New +$23.8M
ITOT icon
4
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$22.7M 5.84%
363,287
+2,785
+0.8% +$173K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$898B
$22.6M 5.82%
82,852
+30,731
+59% +$8.36M
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$110B
$20.5M 5.28%
+245,924
New +$20M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$18.5M 4.75%
291,336
+35,708
+14% +$2.36M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$17.7M 4.56%
337,777
+50,571
+18% +$2.84M
VTI icon
9
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$13.2M 3.39%
94,022
-3,092
-3% -$431K
REET icon
10
iShares Global REIT ETF
REET
$4.99B
$13.1M 3.38%
+512,232
New +$12.8M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$12.4M 3.18%
465,839
+110,000
+31% +$3M
GSIE icon
12
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$12.2M 3.14%
+415,720
New +$12.6M
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$11.8M 3.03%
346,835
+29,623
+9% +$1,000K
IGIB icon
14
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$11.8M 3.03%
221,632
+78,854
+55% +$4.19M
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$10.4M 2.68%
122,376
+45,738
+60% +$3.92M
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$9.91M 2.55%
355,474
+505
+0.1% +$14.1K
GEM icon
17
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$9.55M 2.46%
+287,967
New +$10.2M
LRGF icon
18
iShares US Equity Factor ETF
LRGF
$3.71B
$8.09M 2.08%
+252,959
New +$8.16M
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$7.79M 2.01%
220,521
+39,675
+22% +$1.49M
SPDW icon
20
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$7.57M 1.95%
249,028
+18,116
+8% +$573K
SCHB icon
21
Schwab US Broad Market ETF
SCHB
$44.7B
$7.16M 1.84%
651,246
-34,590
-5% -$378K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$238B
$7.12M 1.83%
166,098
-1,304
-0.8% -$58.1K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$6.57M 1.69%
155,910
-4,068
-3% -$184K
IGOV icon
24
iShares International Treasury Bond ETF
IGOV
$1.54B
$5.32M 1.37%
+108,082
New +$5.4M
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$5.05M 1.3%
47,292
+3,076
+7% +$336K
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 Q2 2018 Portfolio in Review

As of Q2 2018, SigFig Wealth Management held 43 positions worth $389M, up 127% from $171M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

SigFig Wealth Management deployed $158M of net new capital in Q2 2018, opening 11 new positions and adding to 15 existing holdings. Its largest new stake was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 449,113 shares worth $24.6M.

On the sell side, the largest reduction was Schwab US Aggregate Bond ETF, an estimated $1.16M trimmed.

  • SigFig Wealth Management's largest Q2 2018 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 449,113 shares worth $24.6M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2018, an estimated $13.2M increase.
  • SigFig Wealth Management's biggest Q2 2018 reduction was Schwab US Aggregate Bond ETF, cutting an estimated $1.16M.
  • SigFig Wealth Management's ten largest holdings make up 57% of its $389M portfolio in Q2 2018.
  • SigFig Wealth Management opened 11 new positions and closed 0 in Q2 2018.
  • SigFig Wealth Management's portfolio value rose 127% quarter-over-quarter to $389M.

Based on SigFig Wealth Management's 13F filing for Q2 2018, filed 16 Jul 2018.