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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
-12.5%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.93B
AUM Growth
-$152M
Cap. Flow
+$74.8M
Cap. Flow %
3.88%
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6

Top Buys

Rank Stock Value
1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$60.7M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$56.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$28.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$26.6M

Top Sells

Rank Stock Value
1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$69.6M
2
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$51M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$36.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

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
$659B
$11.2M 0.58%
49,912
-1,367
-3% -$281K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.9M 0.56%
136,823
+863
+0.6% +$66.5K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.6B
$8.32M 0.43%
63,201
+13,545
+27% +$1.61M
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$8.1M 0.42%
98,709
-3,742
-4% -$293K
SCHF icon
30
Schwab International Equity ETF
SCHF
$65.4B
$7.94M 0.41%
438,112
-37,408
-8% -$637K
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$7.7M 0.4%
267,339
-30,690
-10% -$802K
GOVT icon
32
iShares US Treasury Bond ETF
GOVT
$43.7B
$7.14M 0.37%
307,615
+25,879
+9% +$623K
BLV icon
33
Vanguard Long-Term Bond ETF
BLV
$5.81B
$6.49M 0.34%
68,099
+739
+1% +$60.8K
VMBS icon
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.18M 0.32%
116,800
+812
+0.7% +$39.1K
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$5.87M 0.3%
112,556
+5,717
+5% +$287K
SCHZ icon
36
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$5.78M 0.3%
251,240
-30,326
-11% -$734K
EFV icon
37
iShares MSCI EAFE Value ETF
EFV
$27.3B
$5.73M 0.3%
114,316
+19,829
+21% +$944K
SPTS icon
38
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$5.62M 0.29%
187,673
-10,422
-5% -$308K
EFG icon
39
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$5.17M 0.27%
31,919
+4,656
+17% +$404K
BND icon
40
Vanguard Total Bond Market
BND
$158B
$5.05M 0.26%
65,124
+16,201
+33% +$1.23M
SHY icon
41
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$5M 0.26%
59,379
-935
-2% -$77.6K
HDV
42
iShares Core High Dividend ETF
HDV
$14.2B
$4.26M 0.22%
+281,925
New +$5.96M
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$3.9M 0.2%
84,170
-9,876
-11% -$257K
EUSB icon
44
iShares ESG Advanced Universal USD Bond ETF
EUSB
$714M
$3.84M 0.2%
81,615
+33,005
+68% +$1.47M
IWB icon
45
iShares Russell 1000 ETF
IWB
$48.1B
$3.74M 0.19%
15,122
-1,032
-6% -$233K
FREL icon
46
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$3.56M 0.18%
115,229
+398
+0.3% +$11.8K
PCY icon
47
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$3.43M 0.18%
155,130
-2,516,935
-94% -$51M
SPIP icon
48
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$3.35M 0.17%
116,374
-2,934
-2% -$84.3K
VV icon
49
Vanguard Large-Cap ETF
VV
$52.3B
$3.18M 0.16%
18,445
+7,768
+73% +$1.46M
USXF icon
50
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$3.11M 0.16%
84,885
+37,286
+78% +$1.2M
1
2
3 4 5

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DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
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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
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SB
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SigFig Wealth Management's Q2 2022 Portfolio in Review

As of Q2 2022, SigFig Wealth Management held 101 positions worth $1.93B, down 7.3% from $2.08B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

SigFig Wealth Management deployed $74.8M of net new capital in Q2 2022, opening 15 new positions and adding to 46 existing holdings. Its largest new stake was iShares Broad USD High Yield Corporate Bond ETF: 1,654,805 shares worth $57.3M.

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

On the sell side, the largest reduction was Xtrackers USD High Yield Corporate Bond ETF, an estimated $69.6M trimmed.

  • SigFig Wealth Management's largest Q2 2022 buy was iShares Broad USD High Yield Corporate Bond ETF: 1,654,805 shares worth $57.3M.
  • SigFig Wealth Management added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022, an estimated $56.6M increase.
  • SigFig Wealth Management's biggest Q2 2022 reduction was Xtrackers USD High Yield Corporate Bond ETF, cutting an estimated $69.6M.
  • SigFig Wealth Management fully exited iShares S&P 500 Growth ETF in Q2 2022, selling an estimated $7.59M.
  • SigFig Wealth Management's ten largest holdings make up 68% of its $1.93B portfolio in Q2 2022.
  • SigFig Wealth Management opened 15 new positions and closed 6 in Q2 2022.
  • SigFig Wealth Management's portfolio value fell 7.3% quarter-over-quarter to $1.93B.

Based on SigFig Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.