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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 Morningstar 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
BLV icon
51
Vanguard Long-Term Bond ETF
BLV
$5.74B
$5.81M 0.21%
76,969
+410
+0.5% +$30.1K
MBB icon
52
iShares MBS ETF
MBB
$39.1B
$5.79M 0.21%
60,147
-633
-1% -$59.8K
SCHE icon
53
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$5.68M 0.21%
374,242
+15,555
+4% +$421K
IWB icon
54
iShares Russell 1000 ETF
IWB
$47.1B
$5.61M 0.2%
18,765
-318
-2% -$96.3K
VTV icon
55
Vanguard Morningstar Value ETF
VTV
$188B
$5.48M 0.2%
31,514
+4,349
+16% +$728K
HDV
56
iShares Core High Dividend ETF
HDV
$14.7B
$5.01M 0.18%
+213,895
New +$4.9M
IVE icon
57
iShares S&P 500 Value ETF
IVE
$49.1B
$4.46M 0.16%
22,707
+2
+0% +$380
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.24M 0.15%
50,341
-207
-0.4% -$17.1K
INTF icon
59
iShares International Equity Factor ETF
INTF
$3.55B
$3.8M 0.14%
120,352
+2,017
+2% +$60.9K
SPYG icon
60
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$3.67M 0.13%
44,481
-79,024
-64% -$6.32M
EMXC icon
61
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$3.66M 0.13%
58,542
+15,102
+35% +$907K
BINC icon
62
BlackRock Flexible Income ETF
BINC
$16.1B
$3.56M 0.13%
66,452
+16,424
+33% +$869K
VV icon
63
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$3.33M 0.12%
12,712
-1,031
-8% -$262K
SPTS icon
64
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.29M 0.12%
109,860
-3,534
-3% -$103K
IYW icon
65
iShares US Technology ETF
IYW
$22.6B
$3.19M 0.12%
21,117
-1,545
-7% -$227K
LCTU icon
66
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$3.15M 0.11%
50,298
-2,982
-6% -$180K
FREL icon
67
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.13M 0.11%
106,806
-3,200
-3% -$89K
BCI icon
68
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$3M 0.11%
146,777
+61,928
+73% +$1.22M
TIP icon
69
iShares TIPS Bond ETF
TIP
$14.5B
$2.99M 0.11%
27,269
-8,601
-24% -$935K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$121B
$2.84M 0.1%
45,545
-793
-2% -$47.8K
MUB icon
71
iShares National Muni Bond ETF
MUB
$45.2B
$2.69M 0.1%
24,764
-28,611
-54% -$3.08M
PCY icon
72
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$2.58M 0.09%
178,420
+10,641
+6% +$221K
TLT icon
73
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$2.51M 0.09%
25,471
-5,358
-17% -$517K
VUG icon
74
Vanguard Morningstar Growth ETF
VUG
$212B
$2.48M 0.09%
38,844
+324
+0.8% +$20.1K
SMMD icon
75
iShares Russell 2500 ETF
SMMD
$3.53B
$2.45M 0.09%
36,256
+12,865
+55% +$839K
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 Morningstar 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.