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SWM
SigFig Wealth Management Portfolio holdings
AUM
$4B
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
+2.8%
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
$1.63B
AUM Growth
+$246M
(+18%)
Cap. Flow
+$207M
Cap. Flow
% of AUM
12.7%
Top 10 Holdings %
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6
Avg Time Held
8.5
quarters
Top 10 Avg Time Held
8.9
quarters
Top 20 Avg Time Held
10.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Universal USD Bond ETF
IUSB
|
+$119M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$22.7M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$18.6M |
| 4 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$11.2M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$10.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$23.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$22M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.4M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$1.37M |
| 5 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$1.04M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.98% |
| 2 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
| $261M | 16.07% |
2,854,847
+253,486
| +10% | +$22.7M |
2016 Q4
17 quarters
|
|
|
2
iShares Core US Aggregate Bond ETF
AGG
$137B
| $215M | 13.22% |
1,889,431
-189,912
| -9% | -$22M |
2016 Q4
17 quarters
|
|
3
Vanguard Extended Market ETF
VXF
$29.8B
| $176M | 10.84% |
996,394
-777
| -0.1% | -$138K |
2020 Q1
4 quarters
|
|
|
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $162M | 9.94% |
2,043,354
+239,876
| +13% | +$18.6M |
2018 Q2
11 quarters
|
|
|
5
iShares Core Universal USD Bond ETF
IUSB
$48.5B
| $118M | 7.24% |
2,231,530
+2,216,810
| +15,060% | +$119M |
2020 Q3
2 quarters
|
|
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
| $78.8M | 4.84% |
1,994,813
+203,813
| +11% | +$8.17M |
2018 Q2
11 quarters
|
|
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $68.5M | 4.21% |
2,074,556
+226,683
| +12% | +$7.43M |
2018 Q2
11 quarters
|
|
|
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
| $55.4M | 3.4% |
1,384,095
+254,360
| +23% | +$10.2M |
2019 Q3
6 quarters
|
|
9
iShares Core MSCI EAFE ETF
IEFA
$189B
| $53.9M | 3.31% |
747,885
+79,540
| +12% | +$5.68M |
2016 Q4
17 quarters
|
|
10
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $53.9M | 3.31% |
836,945
+83,699
| +11% | +$5.51M |
2016 Q4
17 quarters
|
|
|
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.17B
| $51.6M | 3.17% |
1,925,718
+403,993
| +27% | +$11.2M |
2016 Q4
17 quarters
|
|
12
iShares Core S&P Small-Cap ETF
IJR
$102B
| $38.3M | 2.35% |
352,602
-6,983
| -2% | -$731K |
2018 Q2
11 quarters
|
|
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $30.5M | 1.87% |
619,506
+70,236
| +13% | +$3.36M |
2018 Q1
12 quarters
|
|
14
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $19.4M | 1.19% |
548,337
+69,352
| +14% | +$2.43M |
2018 Q1
12 quarters
|
|
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $18.9M | 1.16% |
431,763
+47,065
| +12% | +$2.1M |
2018 Q1
12 quarters
|
|
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
| $15.3M | 0.94% |
517,217
+54,551
| +12% | +$1.65M |
2018 Q1
12 quarters
|
|
17
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $14.7M | 0.9% |
300,765
+36,427
| +14% | +$1.78M |
2016 Q4
17 quarters
|
|
18
Vanguard S&P 500 ETF
VOO
$1.04T
| $13M | 0.8% |
35,734
+6,603
| +23% | +$2.34M |
2019 Q4
5 quarters
|
|
19
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $12.1M | 0.74% |
59,125
+2,793
| +5% | +$565K |
2016 Q4
17 quarters
|
|
20
Schwab US Broad Market ETF
SCHB
$44.8B
| $11.6M | 0.71% |
722,694
+34,554
| +5% | +$545K |
2016 Q4
17 quarters
|
|
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $10.9M | 0.67% |
100,106
+15,598
| +18% | +$1.74M |
2016 Q4
17 quarters
|
|
22
Vanguard Total International Bond ETF
BNDX
$83.3B
| $9.57M | 0.59% |
167,560
+36,261
| +28% | +$2.09M |
2019 Q4
5 quarters
|
|
23
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $9.23M | 0.57% |
178,528
+12,817
| +8% | +$682K |
2016 Q4
17 quarters
|
|
24
Vanguard Short-Term Bond ETF
BSV
$45.4B
| $8.21M | 0.5% |
99,925
+21,262
| +27% | +$1.76M |
2019 Q4
5 quarters
|
|
25
iShares Core S&P 500 ETF
IVV
$888B
| $7.63M | 0.47% |
19,191
+2,830
| +17% | +$1.1M |
2017 Q3
14 quarters
|
|
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SigFig Wealth Management's Q1 2021 Portfolio in Review
As of Q1 2021, SigFig Wealth Management held 81 positions worth $1.63B, up 18% from $1.38B the previous quarter. Its ten largest holdings account for 76% of the portfolio.
SigFig Wealth Management deployed $207M of net new capital in Q1 2021, opening 9 new positions and adding to 56 existing holdings. Its largest new stake was iShares MSCI EAFE Value ETF: 55,194 shares worth $2.81M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.
On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $22M trimmed.
- SigFig Wealth Management's largest Q1 2021 buy was iShares MSCI EAFE Value ETF: 55,194 shares worth $2.81M.
- SigFig Wealth Management added most to iShares Core Universal USD Bond ETF in Q1 2021, an estimated $119M increase.
- SigFig Wealth Management's biggest Q1 2021 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $22M.
- SigFig Wealth Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2021, selling an estimated $23.2M.
- SigFig Wealth Management's ten largest holdings make up 76% of its $1.63B portfolio in Q1 2021.
- SigFig Wealth Management opened 9 new positions and closed 6 in Q1 2021.
- SigFig Wealth Management's portfolio value rose 18% quarter-over-quarter to $1.63B.
Based on SigFig Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.