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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
+5.6%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.75B
AUM Growth
+$94.8M
Cap. Flow
-$42.2M
Cap. Flow %
-1.53%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$18.9M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$10.4M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.04M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.99M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$17M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$13.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.74M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDX icon
26
Vanguard Total International Bond ETF
BNDX
$82.3B
$14.2M 0.52%
282,701
+7,038
+3% +$349K
SPEM icon
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$14.1M 0.51%
376,141
-17,482
-4% -$670K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$13.1M 0.47%
277,654
-64,847
-19% -$2.89M
BSV icon
29
Vanguard Short-Term Bond ETF
BSV
$44.7B
$12M 0.44%
152,728
+230
+0.2% +$17.9K
SPAB icon
30
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
$11.9M 0.43%
441,310
-127,031
-22% -$3.27M
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$71.3B
$11.8M 0.43%
548,379
+152,397
+38% +$3.32M
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$6.41B
$9.94M 0.36%
268,632
+31,990
+14% +$1.09M
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$71.9B
$9.41M 0.34%
98,759
-6,553
-6% -$605K
ESML icon
34
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$9.15M 0.33%
219,176
-73,489
-25% -$2.95M
HYXF icon
35
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$8.96M 0.33%
189,163
+24,536
+15% +$1.13M
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$42.9B
$8.95M 0.32%
553,554
-6,219
-1% -$133K
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$656B
$8.85M 0.32%
36,100
-1,905
-5% -$520K
BIV icon
38
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$8.44M 0.31%
107,386
-2,903
-3% -$224K
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
$8.31M 0.3%
168,603
+2,304
+1% +$110K
QUAL icon
40
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$8.19M 0.3%
45,840
+1,025
+2% +$178K
SPMO icon
41
Invesco S&P 500 Momentum ETF
SPMO
$20.4B
$7.38M 0.27%
81,728
+663
+0.8% +$58K
IWX icon
42
iShares Russell Top 200 Value ETF
IWX
$3.97B
$7.31M 0.27%
+90,236
New +$7.04M
SPYV icon
43
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$7.23M 0.26%
+137,282
New +$6.99M
BND icon
44
Vanguard Total Bond Market
BND
$158B
$6.85M 0.25%
91,012
-3,347
-4% -$248K
EFG icon
45
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$6.67M 0.24%
61,811
-2,881
-4% -$299K
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$6.66M 0.24%
130,122
-58,553
-31% -$2.97M
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$28.4B
$6.54M 0.24%
112,994
+63,225
+127% +$3.49M
SCHF icon
48
Schwab International Equity ETF
SCHF
$65.5B
$6.4M 0.23%
473,212
+19,030
+4% +$376K
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.11M 0.22%
129,122
+92
+0.1% +$4.29K
SCHZ icon
50
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$5.86M 0.21%
395,140
+28,042
+8% +$657K
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 Q3 2024 Portfolio in Review

As of Q3 2024, SigFig Wealth Management held 131 positions worth $2.75B, up 3.6% from $2.66B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2024 filing shows 8 new, 62 increased, 48 reduced and 13 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $31.5M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, down from 0.02% a quarter earlier.

  • SigFig Wealth Management's largest Q3 2024 buy was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q3 2024, an estimated $18.9M increase.
  • SigFig Wealth Management's biggest Q3 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $17M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 ETF in Q3 2024, selling an estimated $31.5M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.75B portfolio in Q3 2024.
  • SigFig Wealth Management opened 8 new positions and closed 13 in Q3 2024.
  • SigFig Wealth Management's portfolio value rose 3.6% quarter-over-quarter to $2.75B.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.