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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
-6.54%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.08B
AUM Growth
-$57.6M
Cap. Flow
+$66.4M
Cap. Flow %
3.19%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$10.2M
2
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$7.53M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.35M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.54M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.3M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.4M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$2.32M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.87M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PXH icon
51
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$2.83M 0.14%
136,109
+49,590
+57% +$1.08M
EUSB icon
52
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$2.41M 0.12%
48,610
+6,821
+16% +$325K
VV icon
53
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$2.23M 0.11%
10,677
+3,434
+47% +$705K
ESGE icon
54
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
$2.14M 0.1%
69,527
+21,672
+45% +$832K
VLUE icon
55
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
$1.99M 0.1%
10,649
-7,763
-42% -$830K
VUG icon
56
Vanguard Morningstar Growth ETF
VUG
$218B
$1.89M 0.09%
36,798
+3,948
+12% +$187K
HYG icon
57
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.88M 0.09%
22,868
+4,982
+28% +$417K
SCHX icon
58
Schwab US Large- Cap ETF
SCHX
$71.3B
$1.88M 0.09%
111,621
+6,735
+6% +$119K
MBB icon
59
iShares MBS ETF
MBB
$39.1B
$1.86M 0.09%
17,314
-155
-0.9% -$16.2K
SCHO icon
60
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.74M 0.08%
75,720
+9,658
+15% +$243K
USXF icon
61
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$1.71M 0.08%
47,599
+9,966
+26% +$356K
IXN icon
62
iShares Global Tech ETF
IXN
$8.34B
$1.6M 0.08%
20,207
-4,411
-18% -$255K
COMT icon
63
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$1.57M 0.08%
52,793
+10,690
+25% +$387K
VB icon
64
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$1.52M 0.07%
7,075
+1,514
+27% +$319K
FNDX icon
65
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$1.35M 0.06%
617,334
+390,888
+173% +$7.53M
MUB icon
66
iShares National Muni Bond ETF
MUB
$45.2B
$1.27M 0.06%
13,669
+3,187
+30% +$360K
VTV icon
67
Vanguard Morningstar Value ETF
VTV
$188B
$1.27M 0.06%
8,329
+305
+4% +$44.5K
SCHP icon
68
Schwab US TIPS ETF
SCHP
$16.4B
$1.23M 0.06%
39,918
+2,080
+5% +$63.8K
MDYV icon
69
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$1.19M 0.06%
+70,865
New +$4.91M
ESGD icon
70
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$1.18M 0.06%
7,678
-5,522
-42% -$416K
IYE icon
71
iShares US Energy ETF
IYE
$1.73B
$1.13M 0.05%
37,042
+3,168
+9% +$117K
VO icon
72
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.09M 0.05%
18,300
+300
+2% +$17.6K
ESML icon
73
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$1.07M 0.05%
26,066
+3,044
+13% +$115K
SCHH icon
74
Schwab US REIT ETF
SCHH
$11.5B
$1.06M 0.05%
46,359
+2,707
+6% +$65.3K
TLH icon
75
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.01M 0.05%
+7,301
New +$1.02M
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 2022 Portfolio in Review

As of Q1 2022, SigFig Wealth Management held 89 positions worth $2.08B, down 2.7% from $2.14B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $66.4M of net new capital in Q1 2022, opening 7 new positions and adding to 54 existing holdings. Its largest new stake was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.

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 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, an estimated $2.7M trimmed.

  • SigFig Wealth Management's largest Q1 2022 buy was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.
  • SigFig Wealth Management added most to Vanguard Extended Market ETF in Q1 2022, an estimated $10.2M increase.
  • SigFig Wealth Management's biggest Q1 2022 reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, cutting an estimated $2.7M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022, selling an estimated $10.4M.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $2.08B portfolio in Q1 2022.
  • SigFig Wealth Management opened 7 new positions and closed 3 in Q1 2022.
  • SigFig Wealth Management's portfolio value fell 2.7% quarter-over-quarter to $2.08B.

Based on SigFig Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.