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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
+8.83%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.63B
AUM Growth
+$139M
Cap. Flow
-$60.1M
Cap. Flow %
-2.28%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.76M
2
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.59M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.27M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.87M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.72M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$31.4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.4M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.98M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.86M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPDW icon
26
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.2B
$16.6M 0.63%
502,977
-39,899
-7% -$1.27M
SPEM icon
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$16M 0.61%
445,940
-43,483
-9% -$1.48M
MUB icon
28
iShares National Muni Bond ETF
MUB
$45.2B
$15.4M 0.58%
141,778
-75,190
-35% -$7.86M
EUSB icon
29
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$14.6M 0.56%
338,471
+38,525
+13% +$1.6M
USSG icon
30
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$552M
$13.4M 0.51%
302,511
+43,798
+17% +$1.81M
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$82B
$12.1M 0.46%
244,673
+12,186
+5% +$593K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.6B
$11.3M 0.43%
147,191
+10,381
+8% +$786K
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$649B
$10.6M 0.4%
46,919
-4,869
-9% -$1.08M
VTWO icon
34
Vanguard Russell 2000 ETF
VTWO
$17.2B
$10.1M 0.38%
124,823
-21,340
-15% -$1.55M
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$42.5B
$9.73M 0.37%
575,136
+1,824
+0.3% +$31.5K
DMXF icon
36
iShares ESG Advanced MSCI EAFE ETF
DMXF
$965M
$9.43M 0.36%
147,693
+22,313
+18% +$1.32M
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$8.84M 0.34%
232,581
+31,140
+15% +$1.06M
BIV icon
38
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$7.81M 0.3%
102,233
+5,722
+6% +$419K
SCHF icon
39
Schwab International Equity ETF
SCHF
$64.8B
$6.84M 0.26%
426,362
+36,848
+9% +$639K
BND icon
40
Vanguard Total Bond Market
BND
$158B
$6.51M 0.25%
88,371
+8,082
+10% +$571K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$6.48M 0.25%
44,027
+1,707
+4% +$236K
IJS icon
42
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$6.33M 0.24%
+61,373
New +$5.59M
SCHE icon
43
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$6.31M 0.24%
322,121
+63,446
+25% +$1.53M
SPYV icon
44
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$6.23M 0.24%
+133,642
New +$5.76M
ESGE icon
45
iShares ESG Aware MSCI EM ETF
ESGE
$6.28B
$6.09M 0.23%
189,969
+27,959
+17% +$862K
SCHZ icon
46
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$6.05M 0.23%
301,710
+39,660
+15% +$887K
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$28.2B
$5.87M 0.22%
112,591
-12,810
-10% -$634K
HYXF icon
48
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$5.64M 0.21%
123,959
+18,298
+17% +$799K
IWB icon
49
iShares Russell 1000 ETF
IWB
$47.4B
$5.58M 0.21%
21,580
-832
-4% -$204K
VMBS icon
50
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$5.51M 0.21%
118,791
+1,869
+2% +$82.6K
1
2
3 4 5

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VVP
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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
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
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SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q4 2023 Portfolio in Review

As of Q4 2023, SigFig Wealth Management held 118 positions worth $2.63B, up 5.6% from $2.49B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

SigFig Wealth Management's Q4 2023 filing shows 10 new, 57 increased, 49 reduced and 2 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 133,642 shares worth $6.23M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $31.4M.

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 2023 buy was State Street SPDR Portfolio S&P 500 Value ETF: 133,642 shares worth $6.23M.
  • SigFig Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2023, an estimated $2.72M increase.
  • SigFig Wealth Management's biggest Q4 2023 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $31.4M.
  • SigFig Wealth Management fully exited Invesco BuyBack Achievers ETF in Q4 2023, selling an estimated $6.35M.
  • SigFig Wealth Management's ten largest holdings make up 61% of its $2.63B portfolio in Q4 2023.
  • SigFig Wealth Management opened 10 new positions and closed 2 in Q4 2023.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.63B.

Based on SigFig Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.