SigFig Wealth Management

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
+11.86%
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
$1.38B
AUM Growth
+$282M
Cap. Flow
+$143M
Cap. Flow %
10.35%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4
Avg Time Held
2 years
Top 10 Avg Time Held
2.1 years
Top 20 Avg Time Held
2.5 years

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48.4M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.8M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$11.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.7M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$6.6M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$4.66M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$469K
5
IYG icon
iShares US Financial Services ETF
IYG
+$269K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.97%
2 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$137B
$246M 17.8%
2,079,343
+410,783
+25% +$48.4M
2016 Q4
16 quarters
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
$224M 16.24%
2,601,361
+158,026
+6% +$12.8M
2016 Q4
16 quarters
VXF icon
3
Vanguard Extended Market ETF
VXF
$29.7B
$164M 11.89%
997,171
-31,440
-3% -$4.66M
2020 Q1
3 quarters
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$137M 9.88%
1,803,478
+163,746
+10% +$11.8M
2018 Q2
10 quarters
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$68.4M 4.95%
1,791,000
+174,204
+11% +$6.17M
2018 Q2
10 quarters
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$58.9M 4.27%
1,847,873
+201,523
+12% +$6.03M
2018 Q2
10 quarters
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$46.7M 3.38%
753,246
+45,182
+6% +$2.6M
2016 Q4
16 quarters
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$189B
$46.2M 3.34%
668,345
+57,929
+9% +$3.75M
2016 Q4
16 quarters
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
$45.3M 3.28%
1,129,735
+195,849
+21% +$7.7M
2019 Q3
5 quarters
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
$43.9M 3.18%
1,521,725
+236,249
+18% +$6.6M
2016 Q4
16 quarters
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$102B
$33M 2.39%
359,585
+35,230
+11% +$2.89M
2018 Q2
10 quarters
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$25.3M 1.83%
549,270
+17,448
+3% +$760K
2018 Q1
11 quarters
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.9B
$23.2M 1.68%
278,889
+45,093
+19% +$3.74M
2018 Q3
9 quarters
SPEM icon
14
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$16.2M 1.17%
384,698
+12,133
+3% +$482K
2018 Q1
11 quarters
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$16.2M 1.17%
478,985
+14,648
+3% +$462K
2018 Q1
11 quarters
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
$14.2M 1.03%
462,666
+29,525
+7% +$907K
2018 Q1
11 quarters
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$227B
$12.4M 0.9%
264,338
+42,364
+19% +$1.86M
2016 Q4
16 quarters
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
$10.8M 0.78%
56,332
+1,248
+2% +$228K
2016 Q4
16 quarters
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$44.7B
$10.4M 0.75%
688,140
+68,148
+11% +$971K
2016 Q4
16 quarters
VOO icon
20
Vanguard S&P 500 ETF
VOO
$1.04T
$10M 0.73%
29,131
+8,329
+40% +$2.72M
2019 Q4
4 quarters
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
$9.79M 0.71%
84,508
+7,607
+10% +$861K
2016 Q4
16 quarters
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$8.25M 0.6%
165,711
+14,100
+9% +$662K
2016 Q4
16 quarters
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$83.4B
$7.69M 0.56%
131,299
+57,785
+79% +$3.37M
2019 Q4
4 quarters
SCHE icon
24
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$6.72M 0.49%
219,255
+25,753
+13% +$747K
2016 Q4
16 quarters
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$45.4B
$6.52M 0.47%
78,663
+34,846
+80% +$2.89M
2019 Q4
4 quarters
1
2 3 4

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SigFig Wealth Management's Q4 2020 Portfolio in Review

As of Q4 2020, SigFig Wealth Management held 76 positions worth $1.38B, up 26% from $1.1B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SigFig Wealth Management deployed $143M of net new capital in Q4 2020, opening 6 new positions and adding to 61 existing holdings. Its largest new stake was iShares MBS ETF: 12,218 shares worth $1.35M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, followed by Technology.

On the sell side, the largest reduction was Vanguard Extended Market ETF, an estimated $4.66M trimmed.

  • SigFig Wealth Management's largest Q4 2020 buy was iShares MBS ETF: 12,218 shares worth $1.35M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2020, an estimated $48.4M increase.
  • SigFig Wealth Management's biggest Q4 2020 reduction was Vanguard Extended Market ETF, cutting an estimated $4.66M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020, selling an estimated $733K.
  • SigFig Wealth Management's ten largest holdings make up 78% of its $1.38B portfolio in Q4 2020.
  • SigFig Wealth Management opened 6 new positions and closed 4 in Q4 2020.
  • SigFig Wealth Management's portfolio value rose 26% quarter-over-quarter to $1.38B.

Based on SigFig Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.