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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
+3.38%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.58B
AUM Growth
+$765M
Cap. Flow
+$719M
Cap. Flow %
27.86%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$343M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$119M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$74.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.4M

Top Sells

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$3.17M
3
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.47M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMBS icon
51
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$5.49M 0.21%
119,696
+2,693
+2% +$125K
IWB icon
52
iShares Russell 1000 ETF
IWB
$47.9B
$5.46M 0.21%
23,928
-440
-2% -$101K
ESGE icon
53
iShares ESG Aware MSCI EM ETF
ESGE
$6.43B
$5.28M 0.2%
168,195
+26,413
+19% +$829K
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.81B
$5.07M 0.2%
68,323
+1,990
+3% +$149K
SPTS icon
55
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$4.77M 0.19%
155,191
-7,405
-5% -$215K
ESGU icon
56
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$4.68M 0.18%
48,605
-2,638
-5% -$244K
EFV icon
57
iShares MSCI EAFE Value ETF
EFV
$28.4B
$4.33M 0.17%
89,401
+2,353
+3% +$116K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.3M 0.17%
53,451
+958
+2% +$78.3K
HYXF icon
59
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$3.76M 0.15%
85,601
+17,955
+27% +$788K
VB icon
60
Vanguard Small-Cap ETF
VB
$80.2B
$3.6M 0.14%
18,201
-648
-3% -$122K
TIP icon
61
iShares TIPS Bond ETF
TIP
$14.5B
$3.53M 0.14%
32,082
-5,829
-15% -$635K
IYW icon
62
iShares US Technology ETF
IYW
$23.1B
$3.5M 0.14%
32,600
+1,201
+4% +$118K
VV icon
63
Vanguard Large-Cap ETF
VV
$52B
$3.44M 0.13%
17,169
-818
-5% -$157K
INTF icon
64
iShares International Equity Factor ETF
INTF
$3.57B
$3.34M 0.13%
126,267
-3,389
-3% -$90.8K
SPSM icon
65
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$3.27M 0.13%
+84,190
New +$3.13M
PCY icon
66
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$3.14M 0.12%
152,340
-3,690
-2% -$70.4K
SPIP icon
67
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.91M 0.11%
102,724
-9,942
-9% -$260K
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.86M 0.11%
114,494
+1,843
+2% +$45.2K
EFA icon
69
iShares MSCI EAFE ETF
EFA
$76.9B
$2.43M 0.09%
33,892
-1,515
-4% -$110K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.42M 0.09%
+46,570
New +$2.31M
USRT icon
71
iShares Core US REIT ETF
USRT
$4.75B
$2.31M 0.09%
39,392
-846
-2% -$42.3K
USMV icon
72
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$2.2M 0.09%
29,960
+1,881
+7% +$137K
SPY icon
73
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$2.07M 0.08%
+4,719
New +$1.98M
BCI icon
74
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.91B
$2.05M 0.08%
102,985
+4,308
+4% +$87.7K
SCHX icon
75
Schwab US Large- Cap ETF
SCHX
$71.4B
$1.99M 0.08%
145,212
+2,136
+1% +$35.3K
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 Q2 2023 Portfolio in Review

As of Q2 2023, SigFig Wealth Management held 106 positions worth $2.58B, up 42% from $1.81B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

SigFig Wealth Management deployed $719M of net new capital in Q2 2023, opening 9 new positions and adding to 58 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 3,704,935 shares worth $359M.

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 iShares National Muni Bond ETF, an estimated $5.36M trimmed.

  • SigFig Wealth Management's largest Q2 2023 buy was iShares Core S&P Total US Stock Market ETF: 3,704,935 shares worth $359M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2023, an estimated $8.03M increase.
  • SigFig Wealth Management's biggest Q2 2023 reduction was iShares National Muni Bond ETF, cutting an estimated $5.36M.
  • SigFig Wealth Management fully exited iShares 20+ Year Treasury Bond ETF in Q2 2023, selling an estimated $265K.
  • SigFig Wealth Management's ten largest holdings make up 60% of its $2.58B portfolio in Q2 2023.
  • SigFig Wealth Management opened 9 new positions and closed 1 in Q2 2023.
  • SigFig Wealth Management's portfolio value rose 42% quarter-over-quarter to $2.58B.

Based on SigFig Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.