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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
+5.36%
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
$812M
AUM Growth
+$110M
(+16%)
Cap. Flow
+$70.9M
Cap. Flow
% of AUM
8.73%
Top 10 Holdings %
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–
Avg Time Held
2
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$17.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.66M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$7.97M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.85M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$286K |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$159K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$92.9K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$77.6K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core US Aggregate Bond ETF
AGG
$137B
| $146M | 18.01% |
1,301,877
+155,802
| +14% | +$17.6M |
2016 Q4
12 quarters
|
|
|
2
iShares Core S&P 500 ETF
IVV
$887B
| $96.4M | 11.87% |
298,144
+31,223
| +12% | +$9.66M |
2017 Q3
9 quarters
|
|
|
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $78.6M | 9.67% |
1,214,751
+128,429
| +12% | +$7.97M |
2018 Q2
6 quarters
|
|
|
4
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $65.5M | 8.07% |
1,591,830
+172,760
| +12% | +$6.85M |
2018 Q2
6 quarters
|
|
|
5
iShares Core S&P Small-Cap ETF
IJR
$102B
| $55.8M | 6.87% |
665,711
+73,131
| +12% | +$5.88M |
2018 Q2
6 quarters
|
|
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
| $40.8M | 5.02% |
1,186,889
+124,724
| +12% | +$4.09M |
2018 Q2
6 quarters
|
|
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $35.4M | 4.35% |
1,168,596
+124,174
| +12% | +$3.64M |
2018 Q2
6 quarters
|
|
8
iShares Core MSCI EAFE ETF
IEFA
$189B
| $31.5M | 3.88% |
482,798
+35,222
| +8% | +$2.23M |
2016 Q4
12 quarters
|
|
9
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $31M | 3.82% |
576,417
+41,051
| +8% | +$2.12M |
2016 Q4
12 quarters
|
|
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
| $28.5M | 3.51% |
707,405
+84,331
| +14% | +$3.37M |
2019 Q3
1 quarter
|
|
11
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
| $28.5M | 3.51% |
391,893
+10,654
| +3% | +$741K |
2016 Q4
12 quarters
|
|
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
| $27.2M | 3.35% |
919,078
+91,525
| +11% | +$2.66M |
2016 Q4
12 quarters
|
|
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $18.5M | 2.28% |
463,902
+8,526
| +2% | +$325K |
2018 Q1
7 quarters
|
|
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.9B
| $13.4M | 1.65% |
165,255
+20,813
| +14% | +$1.69M |
2018 Q3
5 quarters
|
|
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $11.9M | 1.47% |
317,378
+8,990
| +3% | +$324K |
2018 Q1
7 quarters
|
|
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $11.9M | 1.46% |
379,424
+6,779
| +2% | +$206K |
2018 Q1
7 quarters
|
|
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
| $11.3M | 1.4% |
385,908
+10,123
| +3% | +$298K |
2018 Q1
7 quarters
|
|
|
18
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
| $10.8M | 1.33% |
66,201
-1,823
| -3% | -$286K |
2016 Q4
12 quarters
|
|
|
19
Schwab US Broad Market ETF
SCHB
$44.7B
| $8.15M | 1% |
636,342
-6,324
| -1% | -$77.6K |
2016 Q4
12 quarters
|
|
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $7.22M | 0.89% |
63,007
+3,271
| +5% | +$370K |
2016 Q4
12 quarters
|
|
21
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $5.79M | 0.71% |
131,544
+2,827
| +2% | +$121K |
2016 Q4
12 quarters
|
|
|
22
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $5.77M | 0.71% |
130,112
-2,192
| -2% | -$92.9K |
2016 Q4
12 quarters
|
|
23
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $4.81M | 0.59% |
175,825
+2,450
| +1% | +$64.6K |
2016 Q4
12 quarters
|
|
24
Schwab International Equity ETF
SCHF
$66.7B
| $4.72M | 0.58% |
280,670
+830
| +0.3% | +$13.7K |
2016 Q4
12 quarters
|
|
25
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $3.98M | 0.49% |
148,990
+1,058
| +0.7% | +$28.4K |
2016 Q4
12 quarters
|
|
Similar funds
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.