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SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
-12.5%
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
$1.93B
AUM Growth
-$152M
(-7.3%)
Cap. Flow
+$74.8M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6
Avg Time Held
2.6
years
Top 10 Avg Time Held
2.8
years
Top 20 Avg Time Held
3
years
Top Buys
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$69.6M |
| 2 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$51M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$36.4M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$7.59M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$4.98M |
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 | |
|---|---|---|---|---|---|---|---|
26
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
| $11.2M | 0.58% |
49,912
-1,367
| -3% | -$281K |
2016 Q4
22 quarters
|
|
27
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $10.9M | 0.56% |
136,823
+863
| +0.6% | +$66.5K |
2019 Q4
10 quarters
|
|
28
iShares TIPS Bond ETF
TIP
$14.4B
| $8.32M | 0.43% |
63,201
+13,545
| +27% | +$1.61M |
2016 Q4
22 quarters
|
|
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $8.1M | 0.42% |
98,709
-3,742
| -4% | -$293K |
2020 Q1
9 quarters
|
|
30
Schwab International Equity ETF
SCHF
$66.8B
| $7.94M | 0.41% |
438,112
-37,408
| -8% | -$637K |
2016 Q4
22 quarters
|
|
31
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $7.7M | 0.4% |
267,339
-30,690
| -10% | -$802K |
2016 Q4
22 quarters
|
|
32
iShares US Treasury Bond ETF
GOVT
$42.1B
| $7.14M | 0.37% |
307,615
+25,879
| +9% | +$623K |
2020 Q1
9 quarters
|
|
33
Vanguard Long-Term Bond ETF
BLV
$5.44B
| $6.49M | 0.34% |
68,099
+739
| +1% | +$60.8K |
2020 Q1
9 quarters
|
|
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
| $6.18M | 0.32% |
116,800
+812
| +0.7% | +$39.1K |
2020 Q1
9 quarters
|
|
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
| $5.87M | 0.3% |
112,556
+5,717
| +5% | +$287K |
2021 Q1
5 quarters
|
|
36
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $5.78M | 0.3% |
251,240
-30,326
| -11% | -$734K |
2016 Q4
22 quarters
|
|
37
iShares MSCI EAFE Value ETF
EFV
$30.6B
| $5.73M | 0.3% |
114,316
+19,829
| +21% | +$944K |
2021 Q1
5 quarters
|
|
38
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $5.62M | 0.29% |
187,673
-10,422
| -5% | -$308K |
2018 Q1
17 quarters
|
|
39
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $5.17M | 0.27% |
31,919
+4,656
| +17% | +$404K |
2020 Q2
8 quarters
|
|
40
Vanguard Total Bond Market
BND
$163B
| $5.05M | 0.26% |
65,124
+16,201
| +33% | +$1.23M |
2018 Q2
16 quarters
|
|
41
iShares 1-3 Year Treasury Bond ETF
SHY
$26.9B
| $5M | 0.26% |
59,379
-935
| -2% | -$77.6K |
2017 Q4
18 quarters
|
|
42
iShares Core High Dividend ETF
HDV
$15.6B
| $4.26M | 0.22% |
+281,925
| New | +$5.96M |
2022 Q2
0 quarters
|
|
43
iShares Fallen Angels USD Bond ETF
FALN
$1.58B
| $3.9M | 0.2% |
84,170
-9,876
| -11% | -$257K |
2021 Q1
5 quarters
|
|
44
iShares ESG Advanced Universal USD Bond ETF
EUSB
$700M
| $3.84M | 0.2% |
81,615
+33,005
| +68% | +$1.47M |
2021 Q1
5 quarters
|
|
45
iShares Russell 1000 ETF
IWB
$48.7B
| $3.74M | 0.19% |
15,122
-1,032
| -6% | -$233K |
2016 Q4
22 quarters
|
|
46
Fidelity MSCI Real Estate Index ETF
FREL
$1.41B
| $3.56M | 0.18% |
115,229
+398
| +0.3% | +$11.8K |
2016 Q4
22 quarters
|
|
|
47
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
| $3.43M | 0.18% |
155,130
-2,516,935
| -94% | -$51M |
2016 Q4
22 quarters
|
|
48
State Street SPDR Portfolio TIPS ETF
SPIP
$1.04B
| $3.35M | 0.17% |
116,374
-2,934
| -2% | -$84.3K |
2018 Q1
17 quarters
|
|
49
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
| $3.18M | 0.16% |
18,445
+7,768
| +73% | +$1.46M |
2018 Q4
14 quarters
|
|
50
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
| $3.11M | 0.16% |
84,885
+37,286
| +78% | +$1.2M |
2021 Q2
4 quarters
|
|
Similar funds
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 Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology.
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.