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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
+2.8%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.63B
AUM Growth
+$246M
Cap. Flow
+$207M
Cap. Flow %
12.7%
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6

Top Buys

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$22.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.6M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$11.2M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.2M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHE icon
26
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$7.35M 0.45%
231,396
+12,141
+6% +$395K
SCHF icon
27
Schwab International Equity ETF
SCHF
$64.9B
$7.09M 0.44%
377,194
+20,874
+6% +$389K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$5.27M 0.32%
195,218
+22,486
+13% +$617K
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$5.17M 0.32%
58,229
+19,987
+52% +$1.82M
ESGU icon
30
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$5.11M 0.31%
56,259
+14,418
+34% +$1.28M
GOVT icon
31
iShares US Treasury Bond ETF
GOVT
$43.7B
$4.88M 0.3%
186,133
+76,857
+70% +$2.05M
VMBS icon
32
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$4.8M 0.3%
90,026
+18,737
+26% +$1.01M
SPTS icon
33
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$4.79M 0.29%
156,249
+14,057
+10% +$431K
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.72M 0.29%
54,767
+6,727
+14% +$581K
BLV icon
35
Vanguard Long-Term Bond ETF
BLV
$5.74B
$4.55M 0.28%
46,397
+11,392
+33% +$1.17M
TIP icon
36
iShares TIPS Bond ETF
TIP
$14.5B
$4.07M 0.25%
32,409
+4,576
+16% +$579K
IGSB icon
37
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$3.46M 0.21%
63,246
+27,124
+75% +$1.49M
IWB icon
38
iShares Russell 1000 ETF
IWB
$47.1B
$3.43M 0.21%
15,326
+1,090
+8% +$239K
FREL icon
39
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.28M 0.2%
119,525
+7,672
+7% +$202K
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$121B
$2.87M 0.18%
55,055
+43,990
+398% +$2.2M
EFV icon
41
iShares MSCI EAFE Value ETF
EFV
$28.3B
$2.81M 0.17%
+55,194
New +$2.74M
SPIP icon
42
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.65M 0.16%
86,830
+10,873
+14% +$335K
BND icon
43
Vanguard Total Bond Market
BND
$158B
$2.65M 0.16%
31,273
+23,857
+322% +$2.06M
PKW icon
44
Invesco BuyBack Achievers ETF
PKW
$1.72B
$2.6M 0.16%
30,880
+23,261
+305% +$1.84M
USRT icon
45
iShares Core US REIT ETF
USRT
$4.71B
$2.58M 0.16%
49,197
+1,731
+4% +$87.1K
ESGE icon
46
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$2.16M 0.13%
49,830
+7,190
+17% +$320K
LQD icon
47
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$1.99M 0.12%
15,277
-10,530
-41% -$1.4M
EFG icon
48
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$1.86M 0.11%
18,564
+2,020
+12% +$205K
SCHX icon
49
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.64M 0.1%
102,186
+15,630
+18% +$245K
VV icon
50
Vanguard Large-Cap ETF
VV
$51.2B
$1.57M 0.1%
8,479
+295
+4% +$53.5K
1
2
3 4

Similar funds

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 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 Technology at 0.02% of assets, down from 0.03% a quarter earlier.

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.