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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
+11.86%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
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

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 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$64.9B
$6.41M 0.46%
356,320
+43,720
+14% +$737K
IVV icon
27
iShares Core S&P 500 ETF
IVV
$858B
$6.14M 0.44%
16,361
+3,012
+23% +$1.07M
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$4.84M 0.35%
172,732
+29,608
+21% +$828K
SPTS icon
29
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$4.37M 0.32%
142,192
+3,833
+3% +$118K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.15M 0.3%
48,040
+4,176
+10% +$361K
VMBS icon
31
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$3.85M 0.28%
71,289
+30,706
+76% +$1.66M
BLV icon
32
Vanguard Long-Term Bond ETF
BLV
$5.74B
$3.84M 0.28%
35,005
+16,016
+84% +$1.78M
ESGU icon
33
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$3.6M 0.26%
41,841
+19,430
+87% +$1.58M
LQD icon
34
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$3.56M 0.26%
25,807
+5,734
+29% +$781K
TIP icon
35
iShares TIPS Bond ETF
TIP
$14.5B
$3.55M 0.26%
27,833
+2,019
+8% +$255K
BIV icon
36
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$3.55M 0.26%
38,242
+17,030
+80% +$1.59M
IWB icon
37
iShares Russell 1000 ETF
IWB
$47.1B
$3.02M 0.22%
14,236
-885
-6% -$177K
GOVT icon
38
iShares US Treasury Bond ETF
GOVT
$43.7B
$2.98M 0.22%
109,276
+19,085
+21% +$527K
FREL icon
39
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.84M 0.21%
111,853
+7,960
+8% +$196K
SPIP icon
40
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.37M 0.17%
75,957
+1,134
+2% +$34.9K
USRT icon
41
iShares Core US REIT ETF
USRT
$4.71B
$2.3M 0.17%
47,466
-933
-2% -$43.5K
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.99M 0.14%
36,122
+10,233
+40% +$563K
ESGE icon
43
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$1.79M 0.13%
42,640
+18,762
+79% +$731K
EFG icon
44
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$1.67M 0.12%
16,544
+2,818
+21% +$267K
VV icon
45
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$1.44M 0.1%
8,184
+819
+11% +$136K
SCHO icon
46
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.41M 0.1%
54,942
+15,550
+39% +$400K
SHYG icon
47
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$1.37M 0.1%
30,123
+8,237
+38% +$368K
MBB icon
48
iShares MBS ETF
MBB
$39.1B
$1.35M 0.1%
+12,218
New +$1.35M
SCHX icon
49
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.31M 0.1%
86,556
+14,352
+20% +$205K
VO icon
50
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.21M 0.09%
23,340
+1,004
+4% +$48.6K
1
2
3 4

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

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 Technology at 0.03% of assets.

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.