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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+5.74%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$163M
Cap. Flow
+$114M
Cap. Flow %
10.39%
Top 10 Hldgs %
78.89%
Holding
70
New
7
Increased
56
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.34M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.14M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.89M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$286K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$123K
3
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$83.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.7K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$39.5K

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
$197M 17.96%
1,668,560
+243,123
+17% +$28.8M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$183M 16.66%
2,443,335
+165,880
+7% +$12.4M
VXF icon
3
Vanguard Extended Market ETF
VXF
$31.3B
$133M 12.07%
1,028,611
+63,971
+7% +$8.14M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$111M 10.07%
1,639,732
+139,253
+9% +$9.34M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$52.2M 4.75%
1,616,796
+148,357
+10% +$4.89M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$46.4M 4.23%
1,646,350
+158,815
+11% +$4.46M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$195B
$36.9M 3.36%
610,416
+43,068
+8% +$2.6M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$36.8M 3.35%
708,064
+39,555
+6% +$2.07M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$35.8M 3.26%
933,886
+117,236
+14% +$4.52M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$34.7M 3.16%
1,285,476
+135,239
+12% +$3.74M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$22.7M 2.07%
324,355
+27,805
+9% +$1.99M
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$21.6M 1.96%
531,822
+7,839
+1% +$317K
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$19.4M 1.76%
233,796
+37,929
+19% +$3.14M
SPDW icon
14
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$13.6M 1.24%
464,337
+24,898
+6% +$727K
SPEM icon
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$13.4M 1.22%
372,565
+12,823
+4% +$468K
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$13.4M 1.22%
433,141
+38,761
+10% +$1.2M
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$9.26M 0.84%
55,084
-1,702
-3% -$286K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$238B
$9.09M 0.83%
221,974
+31,660
+17% +$1.3M
EMB icon
19
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$8.49M 0.77%
76,901
+5,003
+7% +$562K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$44.7B
$8.13M 0.74%
619,992
+53,040
+9% +$697K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$6.44M 0.59%
151,611
+6,983
+5% +$304K
VOO icon
22
Vanguard S&P 500 ETF
VOO
$1.03T
$6.35M 0.58%
20,802
+7,897
+61% +$2.41M
SCHE icon
23
Schwab Emerging Markets Equity ETF
SCHE
$13B
$5.1M 0.46%
193,502
+17,409
+10% +$465K
SCHF icon
24
Schwab International Equity ETF
SCHF
$69.3B
$4.93M 0.45%
312,600
+32,726
+12% +$514K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$898B
$4.45M 0.41%
13,349
+7,192
+117% +$2.39M
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 Q3 2020 Portfolio in Review

As of Q3 2020, SigFig Wealth Management held 70 positions worth $1.1B, up 17% from $935M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

SigFig Wealth Management deployed $114M of net new capital in Q3 2020, opening 7 new positions and adding to 56 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Growth ETF: 14,725 shares worth $733K.

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

  • SigFig Wealth Management's largest Q3 2020 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 14,725 shares worth $733K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q3 2020, an estimated $28.8M increase.
  • SigFig Wealth Management's biggest Q3 2020 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $286K.
  • SigFig Wealth Management's ten largest holdings make up 79% of its $1.1B portfolio in Q3 2020.
  • SigFig Wealth Management opened 7 new positions and closed 0 in Q3 2020.
  • SigFig Wealth Management's portfolio value rose 17% quarter-over-quarter to $1.1B.

Based on SigFig Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.