We are live on ! Find out more
SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+3.38%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.58B
AUM Growth
+$765M
Cap. Flow
+$719M
Cap. Flow %
27.86%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$343M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$119M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$74.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.4M

Top Sells

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$3.17M
3
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.47M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$18.2M 0.71%
517,801
-14,279
-3% -$488K
USXF icon
27
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$13.8M 0.53%
387,557
+63,636
+20% +$2.15M
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$657B
$12.9M 0.5%
57,293
+870
+2% +$181K
EAGG icon
29
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$12.9M 0.5%
273,040
+51,942
+23% +$2.47M
BNDX icon
30
Vanguard Total International Bond ETF
BNDX
$82B
$11.7M 0.45%
238,739
+6,011
+3% +$293K
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$42.9B
$11.2M 0.44%
645,243
-8,931
-1% -$146K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.6M 0.41%
139,996
+2,924
+2% +$223K
EUSB icon
33
iShares ESG Advanced Universal USD Bond ETF
EUSB
$715M
$9.6M 0.37%
225,922
+41,402
+22% +$1.78M
VGSH icon
34
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$9.57M 0.37%
165,784
+14,450
+10% +$841K
VTWO icon
35
Vanguard Russell 2000 ETF
VTWO
$17.4B
$9.03M 0.35%
119,820
+5,573
+5% +$402K
USSG icon
36
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$561M
$8.61M 0.33%
214,341
+38,800
+22% +$1.49M
JMST icon
37
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$8.41M 0.33%
166,163
-13,975
-8% -$707K
QUAL icon
38
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$7.76M 0.3%
58,201
+3,003
+5% +$382K
SCHF icon
39
Schwab International Equity ETF
SCHF
$65.1B
$7.36M 0.29%
424,438
+714
+0.2% +$12.7K
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$7.31M 0.28%
97,336
+273
+0.3% +$20.8K
IWY icon
41
iShares Russell Top 200 Growth ETF
IWY
$16.2B
$6.92M 0.27%
44,271
+1,717
+4% +$250K
SCHE icon
42
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$6.8M 0.26%
279,893
+3,538
+1% +$86.5K
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$6.78M 0.26%
72,099
+3,047
+4% +$290K
MBB icon
44
iShares MBS ETF
MBB
$39.2B
$6.62M 0.26%
71,105
+3,098
+5% +$291K
ESML icon
45
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.81B
$6.51M 0.25%
184,065
+35,075
+24% +$1.19M
QQQM icon
46
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$6.35M 0.25%
42,402
+1,559
+4% +$216K
SCHZ icon
47
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$6.1M 0.24%
263,950
-1,610
-0.6% -$37.5K
DMXF icon
48
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.18B
$6.07M 0.24%
101,158
+15,184
+18% +$920K
GOVT icon
49
iShares US Treasury Bond ETF
GOVT
$43.8B
$5.85M 0.23%
255,956
+6,103
+2% +$142K
BND icon
50
Vanguard Total Bond Market
BND
$158B
$5.82M 0.23%
79,104
-3,162
-4% -$232K
1
2
3 4 5

Similar funds

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 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 Technology at 0.02% of assets, down from 0.02% a quarter earlier.

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.