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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
+4.53%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$235M
Cap. Flow %
-12.97%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.4M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$28M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$26.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.4M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20.5M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$69.8M
3
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
26
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.5M 0.58%
137,072
+2,578
+2% +$195K
JMST icon
27
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$9.15M 0.5%
+180,138
New +$9.12M
VGSH icon
28
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$8.86M 0.49%
151,334
+146,467
+3,009% +$8.5M
VTWO icon
29
Vanguard Russell 2000 ETF
VTWO
$17.2B
$8.23M 0.45%
+114,247
New +$8.49M
EUSB icon
30
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$7.98M 0.44%
184,520
+12,445
+7% +$534K
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$7.45M 0.41%
97,063
-2,680
-3% -$203K
SCHF icon
32
Schwab International Equity ETF
SCHF
$64.9B
$7.37M 0.41%
423,724
+180
+0% +$3.08K
SCHE icon
33
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$6.91M 0.38%
276,355
+9,586
+4% +$238K
QUAL icon
34
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$6.85M 0.38%
+55,198
New +$6.63M
USSG icon
35
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$552M
$6.6M 0.36%
175,541
+48,577
+38% +$1.77M
EFG icon
36
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$6.47M 0.36%
69,052
+22,463
+48% +$2.02M
MBB icon
37
iShares MBS ETF
MBB
$39.1B
$6.44M 0.36%
68,007
+11,140
+20% +$1.05M
BND icon
38
Vanguard Total Bond Market
BND
$158B
$6.17M 0.34%
82,266
+4,482
+6% +$328K
SCHZ icon
39
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$6.09M 0.34%
265,560
-7,170
-3% -$167K
IWY icon
40
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$5.91M 0.33%
+42,554
New +$5.52M
GOVT icon
41
iShares US Treasury Bond ETF
GOVT
$43.7B
$5.84M 0.32%
249,853
+45,999
+23% +$1.06M
VMBS icon
42
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$5.45M 0.3%
117,003
+1,930
+2% +$89.6K
QQQM icon
43
Invesco NASDAQ 100 ETF
QQQM
$93B
$5.39M 0.3%
+40,843
New +$4.96M
IWB icon
44
iShares Russell 1000 ETF
IWB
$47.1B
$5.24M 0.29%
24,368
+5,012
+26% +$1.1M
DMXF icon
45
iShares ESG Advanced MSCI EAFE ETF
DMXF
$967M
$5.12M 0.28%
85,974
+16,848
+24% +$978K
BLV icon
46
Vanguard Long-Term Bond ETF
BLV
$5.74B
$5.08M 0.28%
66,333
-410
-0.6% -$31K
ESML icon
47
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$5.06M 0.28%
148,990
+31,174
+26% +$1.09M
SPTS icon
48
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$4.98M 0.27%
162,596
-13,565
-8% -$393K
ESGU icon
49
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$4.63M 0.26%
51,243
-74,073
-59% -$6.55M
ESGE icon
50
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$4.47M 0.25%
141,782
+37,057
+35% +$1.17M
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 Q1 2023 Portfolio in Review

As of Q1 2023, SigFig Wealth Management held 116 positions worth $1.81B, down 9.9% from $2.01B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management withdrew a net $235M in Q1 2023, closing 19 positions and reducing 27 holdings. Its most notable exit was iShares Core S&P Total US Stock Market ETF, an estimated $316M position sold in full.

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

Against the trend, SigFig Wealth Management opened a new position in Vanguard Russell 1000 ETF worth $28.7M.

  • SigFig Wealth Management's largest Q1 2023 buy was Vanguard Russell 1000 ETF: 153,860 shares worth $28.7M.
  • SigFig Wealth Management added most to Vanguard FTSE Developed Markets ETF in Q1 2023, an estimated $33.4M increase.
  • SigFig Wealth Management's biggest Q1 2023 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $6.55M.
  • SigFig Wealth Management fully exited iShares Core S&P Total US Stock Market ETF in Q1 2023, selling an estimated $316M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $1.81B portfolio in Q1 2023.
  • SigFig Wealth Management opened 10 new positions and closed 19 in Q1 2023.
  • SigFig Wealth Management's portfolio value fell 9.9% quarter-over-quarter to $1.81B.

Based on SigFig Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.