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SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
+0.08%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$702M
AUM Growth
+$60.5M
(+9.4%)
Cap. Flow
+$60.1M
Cap. Flow
% of AUM
8.55%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
49
New
1
Increased
31
Reduced
11
Closed
6
Avg Time Held
1.9
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$31.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$28.1M |
| 3 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$24.9M |
| 4 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$13.6M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Global REIT ETF
REET
|
+$26.8M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$21.8M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
+$16.8M |
| 4 |
iShares International Treasury Bond ETF
IGOV
|
+$11.6M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$793K |
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core US Aggregate Bond ETF
AGG
$137B
| $130M | 18.47% |
1,146,075
+250,275
| +28% | +$28.1M |
2016 Q4
11 quarters
|
|
|
2
iShares Core S&P 500 ETF
IVV
$887B
| $79.7M | 11.34% |
266,921
+106,122
| +66% | +$31.5M |
2017 Q3
8 quarters
|
|
|
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $65.1M | 9.26% |
1,086,322
+201,184
| +23% | +$12M |
2018 Q2
5 quarters
|
|
4
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $54.8M | 7.81% |
1,419,070
+172,345
| +14% | +$6.62M |
2018 Q2
5 quarters
|
|
5
iShares Core S&P Small-Cap ETF
IJR
$102B
| $46.1M | 6.57% |
592,580
+78,409
| +15% | +$6.07M |
2018 Q2
5 quarters
|
|
|
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
| $33.3M | 4.74% |
1,062,165
+426,855
| +67% | +$13.6M |
2018 Q2
5 quarters
|
|
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $29.5M | 4.21% |
1,044,422
+156,547
| +18% | +$4.41M |
2018 Q2
5 quarters
|
|
8
iShares Core MSCI EAFE ETF
IEFA
$189B
| $27.3M | 3.89% |
447,576
+33,856
| +8% | +$2.04M |
2016 Q4
11 quarters
|
|
9
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $26.2M | 3.74% |
535,366
+41,373
| +8% | +$2.05M |
2016 Q4
11 quarters
|
|
10
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
| $25.6M | 3.64% |
381,239
+23,475
| +7% | +$1.57M |
2016 Q4
11 quarters
|
|
|
11
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
| $25M | 3.55% |
+623,074
| New | +$24.9M |
2019 Q3
0 quarters
|
|
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
| $24.1M | 3.43% |
827,553
+52,840
| +7% | +$1.55M |
2016 Q4
11 quarters
|
|
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $16.7M | 2.38% |
455,376
+18,301
| +4% | +$671K |
2018 Q1
6 quarters
|
|
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.9B
| $11.7M | 1.67% |
144,442
+20,267
| +16% | +$1.64M |
2018 Q3
4 quarters
|
|
15
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
| $11.1M | 1.59% |
375,785
+1,709
| +0.5% | +$50.3K |
2018 Q1
6 quarters
|
|
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $10.9M | 1.56% |
372,645
+19,014
| +5% | +$551K |
2018 Q1
6 quarters
|
|
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $10.6M | 1.51% |
308,388
+24,686
| +9% | +$857K |
2018 Q1
6 quarters
|
|
18
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
| $10.2M | 1.46% |
68,024
-4,439
| -6% | -$669K |
2016 Q4
11 quarters
|
|
19
Schwab US Broad Market ETF
SCHB
$44.7B
| $7.61M | 1.08% |
642,666
+12,072
| +2% | +$143K |
2016 Q4
11 quarters
|
|
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $6.77M | 0.96% |
59,736
+828
| +1% | +$94.2K |
2016 Q4
11 quarters
|
|
21
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $5.32M | 0.76% |
132,304
-3,773
| -3% | -$156K |
2016 Q4
11 quarters
|
|
22
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $5.28M | 0.75% |
128,717
-4,532
| -3% | -$185K |
2016 Q4
11 quarters
|
|
23
Schwab International Equity ETF
SCHF
$66.7B
| $4.46M | 0.63% |
279,840
+9,054
| +3% | +$142K |
2016 Q4
11 quarters
|
|
24
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $4.36M | 0.62% |
173,375
+13,336
| +8% | +$339K |
2016 Q4
11 quarters
|
|
25
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $3.98M | 0.57% |
147,932
+10,856
| +8% | +$290K |
2016 Q4
11 quarters
|
|
Similar funds
SigFig Wealth Management's Q3 2019 Portfolio in Review
As of Q3 2019, SigFig Wealth Management held 49 positions worth $702M, up 9.4% from $642M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
SigFig Wealth Management deployed $60.1M of net new capital in Q3 2019, opening 1 new position and adding to 31 existing holdings. Its largest new stake was Xtrackers USD High Yield Corporate Bond ETF: 623,074 shares worth $25M.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $669K trimmed.
- SigFig Wealth Management's largest Q3 2019 buy was Xtrackers USD High Yield Corporate Bond ETF: 623,074 shares worth $25M.
- SigFig Wealth Management added most to iShares Core S&P 500 ETF in Q3 2019, an estimated $31.5M increase.
- SigFig Wealth Management's biggest Q3 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $669K.
- SigFig Wealth Management fully exited iShares Global REIT ETF in Q3 2019, selling an estimated $26.8M.
- SigFig Wealth Management's ten largest holdings make up 74% of its $702M portfolio in Q3 2019.
- SigFig Wealth Management opened 1 new position and closed 6 in Q3 2019.
- SigFig Wealth Management's portfolio value rose 9.4% quarter-over-quarter to $702M.
Based on SigFig Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.