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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
-9.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$470M
AUM Growth
-$13.6M
Cap. Flow
+$37.8M
Cap. Flow %
8.05%
Top 10 Hldgs %
61.98%
Holding
47
New
4
Increased
28
Reduced
15
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.34M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.28M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.77M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.34M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.22M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$859K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$291K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$144K

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
$74.4M 15.84%
700,654
+60,451
+9% +$6.34M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$34.2M 7.27%
685,413
+77,869
+13% +$4.23M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$124B
$31.4M 6.68%
955,555
+117,390
+14% +$4.28M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$898B
$31.3M 6.66%
125,461
+13,881
+12% +$3.77M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$26.1M 5.55%
378,410
+55,436
+17% +$4.28M
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$19.8M 4.22%
419,114
+22,168
+6% +$1.07M
ITOT icon
7
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$19.3M 4.12%
343,612
-21,824
-6% -$1.34M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$195B
$19.2M 4.09%
350,472
+18,550
+6% +$1.09M
REET icon
9
iShares Global REIT ETF
REET
$4.99B
$18.4M 3.91%
780,796
+90,096
+13% +$2.22M
GSIE icon
10
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$17.1M 3.64%
673,051
+82,805
+14% +$2.23M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$17M 3.62%
645,385
+52,276
+9% +$1.37M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$15.5M 3.29%
191,035
+21,258
+13% +$1.78M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$14.8M 3.15%
490,489
+61,376
+14% +$1.88M
SPTM icon
14
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$11.8M 2.51%
385,063
+19,217
+5% +$642K
LRGF icon
15
iShares US Equity Factor ETF
LRGF
$3.71B
$11.1M 2.36%
401,072
+46,089
+13% +$1.42M
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$10.2M 2.17%
80,595
-8,805
-10% -$1.22M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$9.93M 2.11%
357,391
+729
+0.2% +$20K
IGOV icon
18
iShares International Treasury Bond ETF
IGOV
$1.54B
$8.38M 1.78%
173,264
+19,743
+13% +$943K
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$8.04M 1.71%
247,752
+2,818
+1% +$92.9K
SPDW icon
20
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$8.02M 1.71%
304,151
+29,312
+11% +$826K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$7.29M 1.55%
93,650
+10,429
+13% +$811K
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$44.7B
$6.32M 1.35%
638,430
+10,944
+2% +$118K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$5.7M 1.21%
149,353
-3,084
-2% -$119K
EMB icon
24
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$5.28M 1.12%
50,942
-366
-0.7% -$38.3K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$238B
$5.26M 1.12%
142,253
-21,700
-13% -$859K
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 2018 Portfolio in Review

As of Q4 2018, SigFig Wealth Management held 47 positions worth $470M, down 2.8% from $483M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

SigFig Wealth Management deployed $37.8M of net new capital in Q4 2018, opening 4 new positions and adding to 28 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 13,456 shares worth $460K.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1.34M trimmed.

  • SigFig Wealth Management's largest Q4 2018 buy was Vanguard Morningstar Mid-Cap ETF: 13,456 shares worth $460K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2018, an estimated $6.34M increase.
  • SigFig Wealth Management's biggest Q4 2018 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.34M.
  • SigFig Wealth Management's ten largest holdings make up 62% of its $470M portfolio in Q4 2018.
  • SigFig Wealth Management opened 4 new positions and closed 0 in Q4 2018.
  • SigFig Wealth Management's portfolio value fell 2.8% quarter-over-quarter to $470M.

Based on SigFig Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.