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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
$564M
AUM Growth
+$94.5M
Cap. Flow
+$48M
Cap. Flow %
8.51%
Top 10 Hldgs %
63.41%
Holding
47
New
–
Increased
32
Reduced
15
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.36M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.16M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.36M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$602K
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$349K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$211K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$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
$85.9M 15.23%
787,930
+87,276
+12% +$9.36M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$44.3M 7.85%
779,787
+94,374
+14% +$5.16M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$124B
$41.1M 7.29%
1,085,310
+129,755
+14% +$4.79M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$898B
$40.4M 7.15%
141,857
+16,396
+13% +$4.48M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$33.6M 5.95%
435,191
+56,781
+15% +$4.36M
REET icon
6
iShares Global REIT ETF
REET
$4.99B
$23.6M 4.18%
883,094
+102,298
+13% +$2.63M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$22.8M 4.04%
441,172
+22,058
+5% +$1.12M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$195B
$22.6M 4.01%
372,090
+21,618
+6% +$1.28M
ITOT icon
9
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$21.9M 3.88%
340,204
-3,408
-1% -$211K
GSIE icon
10
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$21.6M 3.83%
770,573
+97,522
+14% +$2.67M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$19.6M 3.47%
699,174
+53,789
+8% +$1.47M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$18.8M 3.33%
217,513
+26,478
+14% +$2.25M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$17.9M 3.18%
551,608
+61,119
+12% +$1.97M
SPTM icon
14
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$14.8M 2.62%
420,409
+35,346
+9% +$1.2M
LRGF icon
15
iShares US Equity Factor ETF
LRGF
$3.71B
$14.3M 2.53%
459,826
+58,754
+15% +$1.78M
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$11M 1.95%
76,280
-4,315
-5% -$602K
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$10.5M 1.87%
369,347
+11,956
+3% +$336K
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$9.8M 1.74%
335,486
+31,335
+10% +$893K
IGOV icon
19
iShares International Treasury Bond ETF
IGOV
$1.54B
$9.69M 1.72%
197,683
+24,419
+14% +$1.19M
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$9.6M 1.7%
268,575
+20,823
+8% +$725K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$8.57M 1.52%
107,507
+13,857
+15% +$1.09M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$44.7B
$7M 1.24%
616,920
-21,510
-3% -$235K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$5.98M 1.06%
140,866
-8,487
-6% -$349K
EMB icon
24
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$5.94M 1.05%
53,994
+3,052
+6% +$329K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$238B
$5.66M 1%
138,651
-3,602
-3% -$144K
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 Q1 2019 Portfolio in Review

As of Q1 2019, SigFig Wealth Management held 47 positions worth $564M, up 20% from $470M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

SigFig Wealth Management deployed $48M of net new capital in Q1 2019, adding to 32 existing holdings.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $602K trimmed.

  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q1 2019, an estimated $9.36M increase.
  • SigFig Wealth Management's biggest Q1 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $602K.
  • SigFig Wealth Management's ten largest holdings make up 63% of its $564M portfolio in Q1 2019.
  • SigFig Wealth Management opened 0 new positions and closed 0 in Q1 2019.
  • SigFig Wealth Management's portfolio value rose 20% quarter-over-quarter to $564M.

Based on SigFig Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.