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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
+0.99%
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
$2.66B
AUM Growth
-$65.4M
(-2.4%)
Cap. Flow
-$87M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11
Avg Time Held
3.3
years
Top 10 Avg Time Held
3.6
years
Top 20 Avg Time Held
3.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.27M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$6.05M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$3.66M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$3.17M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$2.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$47.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$19.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.7M |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
+$10.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.48M |
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
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $14.8M | 0.56% |
342,501
-99,253
| -22% | -$4.28M |
2016 Q4
30 quarters
|
|
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
| $14.5M | 0.54% |
393,623
-26,754
| -6% | -$996K |
2018 Q1
25 quarters
|
|
28
Vanguard Total International Bond ETF
BNDX
$83.5B
| $13.4M | 0.5% |
275,663
+14,483
| +6% | +$705K |
2019 Q4
18 quarters
|
|
29
iShares ESG Advanced MSCI EAFE ETF
DMXF
$999M
| $12.4M | 0.47% |
183,724
+18,627
| +11% | +$1.26M |
2021 Q2
12 quarters
|
|
30
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $11.7M | 0.44% |
152,498
+3,709
| +2% | +$283K |
2019 Q4
18 quarters
|
|
31
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.71B
| $11.3M | 0.42% |
292,665
+31,779
| +12% | +$1.23M |
2021 Q2
12 quarters
|
|
|
32
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.6B
| $9.9M | 0.37% |
123,505
+97,334
| +372% | +$7.27M |
2023 Q3
3 quarters
|
|
|
33
iShares S&P 500 Growth ETF
IVW
$76.7B
| $9.75M | 0.37% |
105,312
+42,466
| +68% | +$3.66M |
2023 Q3
3 quarters
|
|
34
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
| $9.45M | 0.36% |
188,675
-127,132
| -40% | -$6.36M |
2021 Q1
13 quarters
|
|
35
Schwab US Broad Market ETF
SCHB
$44.4B
| $9.23M | 0.35% |
559,773
+19,614
| +4% | +$397K |
2016 Q4
30 quarters
|
|
36
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
| $9.1M | 0.34% |
38,005
-3,004
| -7% | -$777K |
2016 Q4
30 quarters
|
|
37
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $8.26M | 0.31% |
110,289
+5,438
| +5% | +$404K |
2020 Q1
17 quarters
|
|
|
38
Schwab US Large- Cap ETF
SCHX
$73.7B
| $7.99M | 0.3% |
395,982
+153,576
| +63% | +$3.17M |
2016 Q4
30 quarters
|
|
39
iShares ESG Aware MSCI EM ETF
ESGE
$6.48B
| $7.93M | 0.3% |
236,642
+24,102
| +11% | +$794K |
2020 Q2
16 quarters
|
|
40
BlackRock US Equity Factor Rotation ETF
DYNF
$41.8B
| $7.81M | 0.29% |
166,299
+10,227
| +7% | +$458K |
2024 Q1
1 quarter
|
|
41
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $7.65M | 0.29% |
44,815
+790
| +2% | +$130K |
2023 Q1
5 quarters
|
|
42
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$191M
| $7.44M | 0.28% |
164,627
+20,981
| +15% | +$946K |
2022 Q2
8 quarters
|
|
43
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
| $7.09M | 0.27% |
81,065
+18,623
| +30% | +$1.51M |
2024 Q1
1 quarter
|
|
44
iShares Russell Top 200 Growth ETF
IWY
$16.1B
| $7.07M | 0.27% |
32,951
+1,781
| +6% | +$355K |
2023 Q4
2 quarters
|
|
45
Vanguard Total Bond Market
BND
$163B
| $6.8M | 0.26% |
94,359
+2,114
| +2% | +$151K |
2018 Q2
24 quarters
|
|
46
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $6.62M | 0.25% |
64,692
+25,175
| +64% | +$2.57M |
2020 Q2
16 quarters
|
|
47
Schwab International Equity ETF
SCHF
$66.8B
| $6.57M | 0.25% |
454,182
+35,522
| +8% | +$688K |
2016 Q4
30 quarters
|
|
48
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $5.91M | 0.22% |
367,098
+40,356
| +12% | +$915K |
2016 Q4
30 quarters
|
|
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
| $5.86M | 0.22% |
129,030
+2,878
| +2% | +$129K |
2020 Q1
17 quarters
|
|
50
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $5.84M | 0.22% |
358,687
+19,645
| +6% | +$512K |
2016 Q4
30 quarters
|
|
Similar funds
SigFig Wealth Management's Q2 2024 Portfolio in Review
As of Q2 2024, SigFig Wealth Management held 134 positions worth $2.66B, down 2.4% from $2.72B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
SigFig Wealth Management withdrew a net $87M in Q2 2024, closing 11 positions and reducing 39 holdings. Its most notable exit was State Street SPDR S&P 400 Mid Cap Growth ETF, an estimated $3.69M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology.
Against the trend, SigFig Wealth Management opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund worth $1.22M.
- SigFig Wealth Management's largest Q2 2024 buy was WisdomTree International Hedged Quality Dividend Growth Fund: 26,862 shares worth $1.22M.
- SigFig Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024, an estimated $7.27M increase.
- SigFig Wealth Management's biggest Q2 2024 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $47.4M.
- SigFig Wealth Management fully exited State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024, selling an estimated $3.69M.
- SigFig Wealth Management's ten largest holdings make up 65% of its $2.66B portfolio in Q2 2024.
- SigFig Wealth Management opened 7 new positions and closed 11 in Q2 2024.
- SigFig Wealth Management's portfolio value fell 2.4% quarter-over-quarter to $2.66B.
Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.