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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
+6.02%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$107M
Cap. Flow
+$53M
Cap. Flow %
2.63%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.3M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.97M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$6.59M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.37M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.87M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.87M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.5M

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
$656B
$10.8M 0.54%
47,684
-1,372
-3% -$264K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.7M 0.53%
134,494
-1,125
-0.8% -$84.4K
USXF icon
28
iShares ESG Advanced MSCI USA ETF
USXF
$1.4B
$8.12M 0.4%
248,211
+64,793
+35% +$1.96M
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$8.07M 0.4%
99,743
-3,993
-4% -$296K
EUSB icon
30
iShares ESG Advanced Universal USD Bond ETF
EUSB
$714M
$7.85M 0.39%
172,075
+39,927
+30% +$1.68M
GOVT icon
31
iShares US Treasury Bond ETF
GOVT
$43.9B
$7.56M 0.38%
203,854
-214,440
-51% -$4.87M
SCHF icon
32
Schwab International Equity ETF
SCHF
$65.5B
$7.32M 0.36%
423,544
+5,660
+1% +$88.4K
SCHE icon
33
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$7.1M 0.35%
266,769
-4,464
-2% -$104K
EAGG icon
34
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.99B
$6.9M 0.34%
147,628
+48,239
+49% +$2.25M
BLV icon
35
Vanguard Long-Term Bond ETF
BLV
$5.81B
$6.31M 0.31%
66,743
-731
-1% -$52.9K
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$28.4B
$6.17M 0.31%
116,886
+16,085
+16% +$698K
TIP icon
37
iShares TIPS Bond ETF
TIP
$14.5B
$6.1M 0.3%
37,775
-17,479
-32% -$1.87M
VMBS icon
38
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.05M 0.3%
115,073
-929
-0.8% -$42.1K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$5.92M 0.29%
116,473
+174
+0.1% +$8.51K
BND icon
40
Vanguard Total Bond Market
BND
$158B
$5.75M 0.29%
77,784
+7,909
+11% +$567K
SCHZ icon
41
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$5.64M 0.28%
272,730
+15,360
+6% +$350K
EFG icon
42
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$5.54M 0.28%
46,589
-4,329
-9% -$350K
SPTS icon
43
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$5.29M 0.26%
176,161
-228
-0.1% -$6.59K
SHY icon
44
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.49M 0.22%
52,146
-6,955
-12% -$564K
USSG icon
45
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$559M
$4.42M 0.22%
126,964
+39,161
+45% +$1.37M
ESML icon
46
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$4.24M 0.21%
117,816
+27,333
+30% +$908K
IWB icon
47
iShares Russell 1000 ETF
IWB
$47.9B
$4.11M 0.2%
19,356
-2,724
-12% -$577K
DMXF icon
48
iShares ESG Advanced MSCI EAFE ETF
DMXF
$976M
$3.83M 0.19%
69,126
+16,541
+31% +$856K
FALN icon
49
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$3.8M 0.19%
24,160
-29,200
-55% -$712K
MBB icon
50
iShares MBS ETF
MBB
$39.2B
$3.39M 0.17%
56,867
+39,643
+230% +$3.66M
1
2
3 4 5

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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 2022 Portfolio in Review

As of Q4 2022, SigFig Wealth Management held 107 positions worth $2.01B, up 5.6% from $1.91B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2022 filing shows 10 new, 55 increased, 40 reduced and 1 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M. The largest sale was iShares Core S&P 500 ETF, an estimated $11.8M.

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

  • SigFig Wealth Management's largest Q4 2022 buy was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q4 2022, an estimated $6.97M increase.
  • SigFig Wealth Management's biggest Q4 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $11.8M.
  • SigFig Wealth Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022, selling an estimated $419K.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.01B portfolio in Q4 2022.
  • SigFig Wealth Management opened 10 new positions and closed 1 in Q4 2022.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.01B.

Based on SigFig Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.