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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
+4.53%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$235M
Cap. Flow %
-12.97%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.4M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$28M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$26.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.4M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20.5M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$69.8M
3
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
51
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$4.28M 0.24%
52,493
+347
+0.7% +$28.3K
TIP icon
52
iShares TIPS Bond ETF
TIP
$14.5B
$4.26M 0.23%
37,911
+136
+0.4% +$14.7K
EFV icon
53
iShares MSCI EAFE Value ETF
EFV
$28.9B
$4.22M 0.23%
87,048
-29,838
-26% -$1.44M
VB icon
54
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$3.57M 0.2%
18,849
+6,739
+56% +$1.31M
INTF icon
55
iShares International Equity Factor ETF
INTF
$3.65B
$3.43M 0.19%
129,656
-4,417
-3% -$115K
VV icon
56
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$3.36M 0.19%
17,987
+2,507
+16% +$456K
PCY icon
57
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$3.21M 0.18%
156,030
-3,356
-2% -$64.7K
SPIP icon
58
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$3.15M 0.17%
112,666
-2,161
-2% -$56.6K
HYXF icon
59
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$193M
$3M 0.17%
67,646
+18,717
+38% +$824K
IYW icon
60
iShares US Technology ETF
IYW
$23.5B
$2.91M 0.16%
31,399
+9,922
+46% +$833K
FREL icon
61
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.81M 0.16%
112,651
+1,511
+1% +$39K
SCHP icon
62
Schwab US TIPS ETF
SCHP
$16.4B
$2.61M 0.14%
94,004
+62,340
+197% +$1.64M
EFA icon
63
iShares MSCI EAFE ETF
EFA
$78.5B
$2.53M 0.14%
+35,407
New +$2.48M
USRT icon
64
iShares Core US REIT ETF
USRT
$4.65B
$2.38M 0.13%
40,238
-3,189
-7% -$165K
ITM icon
65
VanEck Intermediate Muni ETF
ITM
$2.14B
$2.14M 0.12%
+46,074
New +$2.12M
BCI icon
66
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$2.05M 0.11%
98,677
+42,939
+77% +$903K
USMV icon
67
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$2.04M 0.11%
28,079
+9,745
+53% +$700K
SCHX icon
68
Schwab US Large- Cap ETF
SCHX
$71.3B
$1.96M 0.11%
143,076
+10,074
+8% +$159K
PXH icon
69
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$1.87M 0.1%
101,881
-1,353
-1% -$25K
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$218B
$1.8M 0.1%
43,320
-786
-2% -$30.6K
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.58M 0.09%
65,536
-2,264
-3% -$54.8K
VTV icon
72
Vanguard Morningstar Value ETF
VTV
$188B
$1.57M 0.09%
11,365
+574
+5% +$80.5K
TLH icon
73
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.55M 0.09%
13,556
-3,676
-21% -$413K
DSI icon
74
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$1.5M 0.08%
19,198
-3,428
-15% -$259K
PRF icon
75
Invesco FTSE RAFI US 1000 ETF
PRF
$9.78B
$1.44M 0.08%
45,885
-850
-2% -$26.9K
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 Q1 2023 Portfolio in Review

As of Q1 2023, SigFig Wealth Management held 116 positions worth $1.81B, down 9.9% from $2.01B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management withdrew a net $235M in Q1 2023, closing 19 positions and reducing 27 holdings. Its most notable exit was iShares Core S&P Total US Stock Market ETF, an estimated $316M position sold in full.

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

Against the trend, SigFig Wealth Management opened a new position in Vanguard Russell 1000 ETF worth $28.7M.

  • SigFig Wealth Management's largest Q1 2023 buy was Vanguard Russell 1000 ETF: 153,860 shares worth $28.7M.
  • SigFig Wealth Management added most to Vanguard FTSE Developed Markets ETF in Q1 2023, an estimated $33.4M increase.
  • SigFig Wealth Management's biggest Q1 2023 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $6.55M.
  • SigFig Wealth Management fully exited iShares Core S&P Total US Stock Market ETF in Q1 2023, selling an estimated $316M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $1.81B portfolio in Q1 2023.
  • SigFig Wealth Management opened 10 new positions and closed 19 in Q1 2023.
  • SigFig Wealth Management's portfolio value fell 9.9% quarter-over-quarter to $1.81B.

Based on SigFig Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.