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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
+2.8%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.63B
AUM Growth
+$246M
Cap. Flow
+$207M
Cap. Flow %
12.7%
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6

Top Buys

Rank Stock Value
1
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$22.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.6M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$11.2M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.2M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLUE icon
51
iShares MSCI USA Value Factor ETF
VLUE
$9.03B
$1.57M 0.1%
15,296
+2,394
+19% +$231K
SCHO icon
52
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.46M 0.09%
56,814
+1,872
+3% +$48.1K
FALN icon
53
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$1.38M 0.08%
+47,186
New +$1.38M
VO icon
54
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.37M 0.08%
24,708
+1,368
+6% +$74.2K
HYG icon
55
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.17M 0.07%
13,389
+1,248
+10% +$109K
IXN icon
56
iShares Global Tech ETF
IXN
$7.87B
$1.09M 0.07%
21,222
+6,192
+41% +$317K
MBB icon
57
iShares MBS ETF
MBB
$39.1B
$1.07M 0.07%
9,836
-2,382
-19% -$261K
SCHP icon
58
Schwab US TIPS ETF
SCHP
$16.4B
$1.02M 0.06%
33,286
+2,818
+9% +$86.8K
PXH icon
59
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$1.01M 0.06%
44,875
+1,348
+3% +$30.2K
VTEB icon
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$939K 0.06%
+17,192
New +$945K
INTF icon
61
iShares International Equity Factor ETF
INTF
$3.55B
$869K 0.05%
30,277
+125
+0.4% +$3.52K
IWM icon
62
iShares Russell 2000 ETF
IWM
$79.1B
$835K 0.05%
3,781
-307
-8% -$67K
SCHH icon
63
Schwab US REIT ETF
SCHH
$11.7B
$807K 0.05%
39,280
+804
+2% +$15.7K
IYE icon
64
iShares US Energy ETF
IYE
$1.72B
$747K 0.05%
+28,476
New +$701K
VB icon
65
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$654K 0.04%
3,055
+412
+16% +$86.8K
SPYV icon
66
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$650K 0.04%
+17,152
New +$620K
MTUM icon
67
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$635K 0.04%
+3,946
New +$652K
IHI icon
68
iShares US Medical Devices ETF
IHI
$3.17B
$545K 0.03%
9,900
-1,662
-14% -$92.2K
MUB icon
69
iShares National Muni Bond ETF
MUB
$45.2B
$523K 0.03%
4,506
-908
-17% -$106K
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$212B
$400K 0.02%
9,336
+4,566
+96% +$195K
AAPL icon
71
Apple
AAPL
$4.97T
$331K 0.02%
2,047
– –
EUSB icon
72
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$279K 0.02%
+5,700
New +$284K
USMV icon
73
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$236K 0.01%
3,417
-5,543
-62% -$375K
VTV icon
74
Vanguard Morningstar Value ETF
VTV
$188B
$224K 0.01%
+1,701
New +$213K
VNQ icon
75
Vanguard Real Estate ETF
VNQ
$39.9B
$208K 0.01%
+2,353
New +$207K
1 2
3
4

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 Q1 2021 Portfolio in Review

As of Q1 2021, SigFig Wealth Management held 81 positions worth $1.63B, up 18% from $1.38B the previous quarter. Its ten largest holdings account for 76% of the portfolio.

SigFig Wealth Management deployed $207M of net new capital in Q1 2021, opening 9 new positions and adding to 56 existing holdings. Its largest new stake was iShares MSCI EAFE Value ETF: 55,194 shares worth $2.81M.

By sector, the portfolio is most concentrated in Technology at 0.02% of assets, down from 0.03% a quarter earlier.

On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $22M trimmed.

  • SigFig Wealth Management's largest Q1 2021 buy was iShares MSCI EAFE Value ETF: 55,194 shares worth $2.81M.
  • SigFig Wealth Management added most to iShares Core Universal USD Bond ETF in Q1 2021, an estimated $119M increase.
  • SigFig Wealth Management's biggest Q1 2021 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $22M.
  • SigFig Wealth Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2021, selling an estimated $23.2M.
  • SigFig Wealth Management's ten largest holdings make up 76% of its $1.63B portfolio in Q1 2021.
  • SigFig Wealth Management opened 9 new positions and closed 6 in Q1 2021.
  • SigFig Wealth Management's portfolio value rose 18% quarter-over-quarter to $1.63B.

Based on SigFig Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.