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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+5.36%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$812M
AUM Growth
+$110M
Cap. Flow
+$70.9M
Cap. Flow %
8.73%
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.66M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.88M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$286K
2
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$92.9K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$77.6K
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$63.2K

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
$146M 18.01%
1,301,877
+155,802
+14% +$17.6M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$898B
$96.4M 11.87%
298,144
+31,223
+12% +$9.66M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$78.6M 9.67%
1,214,751
+128,429
+12% +$7.97M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$124B
$65.5M 8.07%
1,591,830
+172,760
+12% +$6.85M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$55.8M 6.87%
665,711
+73,131
+12% +$5.88M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$40.8M 5.02%
1,186,889
+124,724
+12% +$4.09M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$35.4M 4.35%
1,168,596
+124,174
+12% +$3.64M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$195B
$31.5M 3.88%
482,798
+35,222
+8% +$2.23M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$31M 3.82%
576,417
+41,051
+8% +$2.12M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$28.5M 3.51%
707,405
+84,331
+14% +$3.37M
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$28.5M 3.51%
391,893
+10,654
+3% +$741K
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$27.2M 3.35%
919,078
+91,525
+11% +$2.66M
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$18.5M 2.28%
463,902
+8,526
+2% +$325K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$13.4M 1.65%
165,255
+20,813
+14% +$1.69M
SPEM icon
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$11.9M 1.47%
317,378
+8,990
+3% +$324K
SPDW icon
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$11.9M 1.46%
379,424
+6,779
+2% +$206K
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$11.3M 1.4%
385,908
+10,123
+3% +$298K
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$10.8M 1.33%
66,201
-1,823
-3% -$286K
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$44.7B
$8.15M 1%
636,342
-6,324
-1% -$77.6K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.22M 0.89%
63,007
+3,271
+5% +$370K
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$238B
$5.79M 0.71%
131,544
+2,827
+2% +$121K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$5.77M 0.71%
130,112
-2,192
-2% -$92.9K
SCHE icon
23
Schwab Emerging Markets Equity ETF
SCHE
$13B
$4.81M 0.59%
175,825
+2,450
+1% +$64.6K
SCHF icon
24
Schwab International Equity ETF
SCHF
$69.3B
$4.72M 0.58%
280,670
+830
+0.3% +$13.7K
SCHZ icon
25
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.98M 0.49%
148,990
+1,058
+0.7% +$28.4K
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 2019 Portfolio in Review

As of Q4 2019, SigFig Wealth Management held 46 positions worth $812M, up 16% from $702M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SigFig Wealth Management deployed $70.9M of net new capital in Q4 2019, opening 3 new positions and adding to 31 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 1,844 shares worth $545K.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $286K trimmed.

  • SigFig Wealth Management's largest Q4 2019 buy was Vanguard S&P 500 ETF: 1,844 shares worth $545K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2019, an estimated $17.6M increase.
  • SigFig Wealth Management's biggest Q4 2019 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $286K.
  • SigFig Wealth Management's ten largest holdings make up 75% of its $812M portfolio in Q4 2019.
  • SigFig Wealth Management opened 3 new positions and closed 0 in Q4 2019.
  • SigFig Wealth Management's portfolio value rose 16% quarter-over-quarter to $812M.

Based on SigFig Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.