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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
+15.69%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$935M
AUM Growth
+$199M
Cap. Flow
+$97.1M
Cap. Flow %
10.39%
Top 10 Hldgs %
79.59%
Holding
66
New
11
Increased
41
Reduced
11
Closed
3

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$122M
2
VXF icon
Vanguard Extended Market ETF
VXF
+$103M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.57M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$3.9M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$95.4M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.16M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$464K

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
$168M 18.02%
1,425,437
+105,067
+8% +$12.3M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$158M 16.91%
2,277,455
+1,870,312
+459% +$122M
VXF icon
3
Vanguard Extended Market ETF
VXF
$31.3B
$114M 12.21%
964,640
+961,356
+29,274% +$103M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$93.9M 10.04%
1,500,479
+161,372
+12% +$9.57M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$44.5M 4.76%
1,468,439
+136,083
+10% +$3.9M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$39.6M 4.23%
1,487,535
+129,092
+10% +$3.25M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$32.4M 3.47%
567,348
+34,624
+6% +$1.88M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$31.8M 3.4%
668,509
+41,183
+7% +$1.84M
PCY icon
9
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$30.8M 3.29%
1,150,237
+130,423
+13% +$3.29M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$30.5M 3.27%
816,650
+48,111
+6% +$1.77M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$20.3M 2.17%
296,550
-566,644
-66% -$35.8M
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$19.8M 2.12%
523,983
+41,006
+8% +$1.47M
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$16.2M 1.73%
195,867
+16,016
+9% +$1.3M
SPAB icon
14
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$12.2M 1.3%
394,380
+27,256
+7% +$833K
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$12.1M 1.3%
439,439
+21,133
+5% +$553K
SPEM icon
16
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$12M 1.29%
359,742
+25,115
+8% +$786K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$8.85M 0.95%
56,786
-537
-0.9% -$79.2K
EMB icon
18
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.85M 0.84%
71,898
+8,192
+13% +$848K
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$238B
$7.38M 0.79%
190,314
+42,695
+29% +$1.56M
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$44.7B
$6.9M 0.74%
566,952
-12,180
-2% -$140K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$5.72M 0.61%
144,628
+23,786
+20% +$881K
SCHE icon
22
Schwab Emerging Markets Equity ETF
SCHE
$13B
$4.29M 0.46%
176,093
+390
+0.2% +$8.86K
SCHF icon
23
Schwab International Equity ETF
SCHF
$69.3B
$4.16M 0.45%
279,874
-3,266
-1% -$45.9K
SPTS icon
24
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.96M 0.42%
128,762
+10,203
+9% +$313K
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.71M 0.4%
42,782
+4,074
+11% +$353K
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 Q2 2020 Portfolio in Review

As of Q2 2020, SigFig Wealth Management held 66 positions worth $935M, up 27% from $736M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

SigFig Wealth Management deployed $97.1M of net new capital in Q2 2020, opening 11 new positions and adding to 41 existing holdings. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 12,196 shares worth $1.64M.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $95.4M trimmed.

  • SigFig Wealth Management's largest Q2 2020 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 12,196 shares worth $1.64M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q2 2020, an estimated $122M increase.
  • SigFig Wealth Management's biggest Q2 2020 reduction was iShares Core S&P 500 ETF, cutting an estimated $95.4M.
  • SigFig Wealth Management fully exited iShares Core S&P Mid-Cap ETF in Q2 2020, selling an estimated $57.1M.
  • SigFig Wealth Management's ten largest holdings make up 80% of its $935M portfolio in Q2 2020.
  • SigFig Wealth Management opened 11 new positions and closed 3 in Q2 2020.
  • SigFig Wealth Management's portfolio value rose 27% quarter-over-quarter to $935M.

Based on SigFig Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.