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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
-16.22%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$736M
AUM Growth
-$75.8M
Cap. Flow
+$77.6M
Cap. Flow %
10.54%
Top 10 Hldgs %
75.86%
Holding
55
New
9
Increased
33
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.7M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.6M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.67M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.25M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.37M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$692K
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$581K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$558K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$413K

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
$152M 20.69%
1,320,370
+18,493
+1% +$2.11M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$898B
$85.5M 11.62%
330,958
+32,814
+11% +$10.1M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$69.9M 9.49%
1,339,107
+124,356
+10% +$7.67M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$124B
$57.1M 7.75%
1,983,905
+392,075
+25% +$14.6M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$48.4M 6.58%
863,194
+197,483
+30% +$14.7M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$34.9M 4.74%
1,332,356
+145,467
+12% +$4.58M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$31.3M 4.25%
1,358,443
+189,847
+16% +$5.25M
HYLB icon
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$27.1M 3.68%
768,539
+61,134
+9% +$2.36M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$195B
$26.6M 3.61%
532,724
+49,926
+10% +$2.97M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$25.4M 3.45%
627,326
+50,909
+9% +$2.5M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$24.4M 3.31%
1,019,814
+100,736
+11% +$2.83M
ITOT icon
12
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$23.3M 3.16%
407,143
+15,250
+4% +$1.05M
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$15.2M 2.06%
482,977
+19,075
+4% +$718K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$14.2M 1.93%
179,851
+14,596
+9% +$1.17M
SPAB icon
15
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$11.1M 1.51%
367,124
-18,784
-5% -$558K
SPDW icon
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$10M 1.36%
418,306
+38,882
+10% +$1.11M
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$9.52M 1.29%
334,627
+17,249
+5% +$593K
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$7.38M 1%
57,323
-8,878
-13% -$1.37M
EMB icon
19
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$6.16M 0.84%
63,706
+699
+1% +$77.1K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$44.7B
$5.83M 0.79%
579,132
-57,210
-9% -$692K
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$238B
$4.93M 0.67%
147,619
+16,075
+12% +$645K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$4.06M 0.55%
120,842
-9,270
-7% -$378K
SCHF icon
23
Schwab International Equity ETF
SCHF
$69.3B
$3.66M 0.5%
283,140
+2,470
+0.9% +$38K
SPTS icon
24
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.64M 0.49%
118,559
-4,160
-3% -$126K
SCHE icon
25
Schwab Emerging Markets Equity ETF
SCHE
$13B
$3.63M 0.49%
175,703
-122
-0.1% -$3.05K
1
2 3

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 2020 Portfolio in Review

As of Q1 2020, SigFig Wealth Management held 55 positions worth $736M, down 9.3% from $812M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

SigFig Wealth Management deployed $77.6M of net new capital in Q1 2020, opening 9 new positions and adding to 33 existing holdings. Its largest new stake was iShares US Treasury Bond ETF: 24,670 shares worth $691K.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.37M trimmed.

  • SigFig Wealth Management's largest Q1 2020 buy was iShares US Treasury Bond ETF: 24,670 shares worth $691K.
  • SigFig Wealth Management added most to iShares Core S&P Small-Cap ETF in Q1 2020, an estimated $14.7M increase.
  • SigFig Wealth Management's biggest Q1 2020 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.37M.
  • SigFig Wealth Management's ten largest holdings make up 76% of its $736M portfolio in Q1 2020.
  • SigFig Wealth Management opened 9 new positions and closed 0 in Q1 2020.
  • SigFig Wealth Management's portfolio value fell 9.3% quarter-over-quarter to $736M.

Based on SigFig Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.