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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
-6.54%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.08B
AUM Growth
-$57.6M
Cap. Flow
+$66.4M
Cap. Flow %
3.19%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$10.2M
2
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$7.53M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.35M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.54M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.3M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.4M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$2.32M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.87M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$646B
$11.5M 0.55%
51,279
-905
-2% -$204K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.7M 0.52%
135,960
-768
-0.6% -$61K
SCHF icon
28
Schwab International Equity ETF
SCHF
$64.9B
$8.56M 0.41%
475,520
+27,158
+6% +$505K
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$8.51M 0.41%
102,451
+28,440
+38% +$2.4M
SCHE icon
30
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$8.33M 0.4%
298,029
+13,181
+5% +$382K
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.5B
$8.13M 0.39%
49,656
-18,453
-27% -$2.32M
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$70.5B
$7.59M 0.36%
+97,867
New +$7.35M
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$6.47M 0.31%
281,566
+53,782
+24% +$1.4M
BLV icon
34
Vanguard Long-Term Bond ETF
BLV
$5.74B
$6.45M 0.31%
67,360
+2,290
+4% +$218K
GOVT icon
35
iShares US Treasury Bond ETF
GOVT
$43.7B
$6.41M 0.31%
281,736
+48,173
+21% +$1.23M
VMBS icon
36
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$6.12M 0.29%
115,988
-3,598
-3% -$185K
SPTS icon
37
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$5.76M 0.28%
198,095
-6,891
-3% -$207K
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$5.72M 0.27%
106,839
+13,003
+14% +$692K
SHY icon
39
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$5.1M 0.25%
60,314
-7,493
-11% -$633K
EFV icon
40
iShares MSCI EAFE Value ETF
EFV
$28.3B
$5.09M 0.24%
94,487
-1,287
-1% -$65.4K
EFG icon
41
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$4.95M 0.24%
27,263
-16,544
-38% -$1.63M
BND icon
42
Vanguard Total Bond Market
BND
$158B
$3.96M 0.19%
48,923
+9,839
+25% +$804K
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$3.82M 0.18%
94,046
-36,336
-28% -$1.03M
IWB icon
44
iShares Russell 1000 ETF
IWB
$47.1B
$3.81M 0.18%
16,154
+1,441
+10% +$356K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$121B
$3.64M 0.18%
67,755
+28,235
+71% +$1.5M
FREL icon
46
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.59M 0.17%
114,831
-11,755
-9% -$372K
SPIP icon
47
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$3.45M 0.17%
119,308
+2,358
+2% +$72.1K
INTF icon
48
iShares International Equity Factor ETF
INTF
$3.55B
$2.98M 0.14%
107,557
+61,642
+134% +$1.72M
USRT icon
49
iShares Core US REIT ETF
USRT
$4.71B
$2.9M 0.14%
47,024
-3,569
-7% -$224K
PRF icon
50
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$2.89M 0.14%
84,455
+29,970
+55% +$1.01M
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 Q1 2022 Portfolio in Review

As of Q1 2022, SigFig Wealth Management held 89 positions worth $2.08B, down 2.7% from $2.14B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $66.4M of net new capital in Q1 2022, opening 7 new positions and adding to 54 existing holdings. Its largest new stake was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.

By sector, the portfolio is most concentrated in Technology at 0.02% of assets, down from 0.02% a quarter earlier.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, an estimated $2.7M trimmed.

  • SigFig Wealth Management's largest Q1 2022 buy was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.
  • SigFig Wealth Management added most to Vanguard Extended Market ETF in Q1 2022, an estimated $10.2M increase.
  • SigFig Wealth Management's biggest Q1 2022 reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, cutting an estimated $2.7M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022, selling an estimated $10.4M.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $2.08B portfolio in Q1 2022.
  • SigFig Wealth Management opened 7 new positions and closed 3 in Q1 2022.
  • SigFig Wealth Management's portfolio value fell 2.7% quarter-over-quarter to $2.08B.

Based on SigFig Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.