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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
+3.38%
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
$2.58B
AUM Growth
+$765M
(+42%)
Cap. Flow
+$719M
Cap. Flow
% of AUM
27.86%
Top 10 Holdings %
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1
Avg Time Held
2.9
years
Top 10 Avg Time Held
2.7
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$343M |
| 2 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$119M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$89.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$74.9M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$35.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares National Muni Bond ETF
MUB
|
+$5.36M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
+$3.17M |
| 3 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.06M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.24M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$1.47M |
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
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
| $18.2M | 0.71% |
517,801
-14,279
| -3% | -$488K |
2018 Q1
21 quarters
|
|
27
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
| $13.8M | 0.53% |
387,557
+63,636
| +20% | +$2.15M |
2021 Q2
8 quarters
|
|
28
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
| $12.9M | 0.5% |
57,293
+870
| +2% | +$181K |
2016 Q4
26 quarters
|
|
29
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5B
| $12.9M | 0.5% |
273,040
+51,942
| +23% | +$2.47M |
2022 Q2
4 quarters
|
|
30
Vanguard Total International Bond ETF
BNDX
$83.5B
| $11.7M | 0.45% |
238,739
+6,011
| +3% | +$293K |
2019 Q4
14 quarters
|
|
31
Schwab US Broad Market ETF
SCHB
$44.4B
| $11.2M | 0.44% |
645,243
-8,931
| -1% | -$146K |
2016 Q4
26 quarters
|
|
32
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $10.6M | 0.41% |
139,996
+2,924
| +2% | +$223K |
2019 Q4
14 quarters
|
|
33
iShares ESG Advanced Universal USD Bond ETF
EUSB
$700M
| $9.6M | 0.37% |
225,922
+41,402
| +22% | +$1.78M |
2021 Q1
9 quarters
|
|
34
Vanguard Short-Term Treasury ETF
VGSH
$35.2B
| $9.57M | 0.37% |
165,784
+14,450
| +10% | +$841K |
2022 Q4
2 quarters
|
|
35
Vanguard Russell 2000 ETF
VTWO
$16.1B
| $9.03M | 0.35% |
119,820
+5,573
| +5% | +$402K |
2023 Q1
1 quarter
|
|
36
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$580M
| $8.61M | 0.33% |
214,341
+38,800
| +22% | +$1.49M |
2022 Q2
4 quarters
|
|
37
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.88B
| $8.41M | 0.33% |
166,163
-13,975
| -8% | -$707K |
2023 Q1
1 quarter
|
|
38
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $7.76M | 0.3% |
58,201
+3,003
| +5% | +$382K |
2023 Q1
1 quarter
|
|
39
Schwab International Equity ETF
SCHF
$66.8B
| $7.36M | 0.29% |
424,438
+714
| +0.2% | +$12.7K |
2016 Q4
26 quarters
|
|
40
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $7.31M | 0.28% |
97,336
+273
| +0.3% | +$20.8K |
2020 Q1
13 quarters
|
|
41
iShares Russell Top 200 Growth ETF
IWY
$16.1B
| $6.92M | 0.27% |
44,271
+1,717
| +4% | +$250K |
2023 Q1
1 quarter
|
|
42
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $6.8M | 0.26% |
279,893
+3,538
| +1% | +$86.5K |
2016 Q4
26 quarters
|
|
43
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $6.78M | 0.26% |
72,099
+3,047
| +4% | +$290K |
2020 Q2
12 quarters
|
|
44
iShares MBS ETF
MBB
$35.9B
| $6.62M | 0.26% |
71,105
+3,098
| +5% | +$291K |
2020 Q4
10 quarters
|
|
45
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.71B
| $6.51M | 0.25% |
184,065
+35,075
| +24% | +$1.19M |
2021 Q2
8 quarters
|
|
46
Invesco NASDAQ 100 ETF
QQQM
$106B
| $6.35M | 0.25% |
42,402
+1,559
| +4% | +$216K |
2023 Q1
1 quarter
|
|
47
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $6.1M | 0.24% |
263,950
-1,610
| -0.6% | -$37.5K |
2016 Q4
26 quarters
|
|
48
iShares ESG Advanced MSCI EAFE ETF
DMXF
$999M
| $6.07M | 0.24% |
101,158
+15,184
| +18% | +$920K |
2021 Q2
8 quarters
|
|
49
iShares US Treasury Bond ETF
GOVT
$42.1B
| $5.85M | 0.23% |
255,956
+6,103
| +2% | +$142K |
2020 Q1
13 quarters
|
|
50
Vanguard Total Bond Market
BND
$163B
| $5.82M | 0.23% |
79,104
-3,162
| -4% | -$232K |
2018 Q2
20 quarters
|
|
Similar funds
SigFig Wealth Management's Q2 2023 Portfolio in Review
As of Q2 2023, SigFig Wealth Management held 106 positions worth $2.58B, up 42% from $1.81B the previous quarter. Its ten largest holdings account for 60% of the portfolio.
SigFig Wealth Management deployed $719M of net new capital in Q2 2023, opening 9 new positions and adding to 58 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 3,704,935 shares worth $359M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.
On the sell side, the largest reduction was iShares National Muni Bond ETF, an estimated $5.36M trimmed.
- SigFig Wealth Management's largest Q2 2023 buy was iShares Core S&P Total US Stock Market ETF: 3,704,935 shares worth $359M.
- SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2023, an estimated $8.03M increase.
- SigFig Wealth Management's biggest Q2 2023 reduction was iShares National Muni Bond ETF, cutting an estimated $5.36M.
- SigFig Wealth Management fully exited iShares 20+ Year Treasury Bond ETF in Q2 2023, selling an estimated $265K.
- SigFig Wealth Management's ten largest holdings make up 60% of its $2.58B portfolio in Q2 2023.
- SigFig Wealth Management opened 9 new positions and closed 1 in Q2 2023.
- SigFig Wealth Management's portfolio value rose 42% quarter-over-quarter to $2.58B.
Based on SigFig Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.