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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
-1.96%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.76B
AUM Growth
+$8.11M
Cap. Flow
+$62.5M
Cap. Flow %
2.26%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
79
Reduced
33
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.5M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.94M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.9M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M
4
HDV
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.28M

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%
84,598
+7,629
+10% +$545K
VTV icon
52
Vanguard Value ETF
VTV
$188B
$5.68M 0.21%
33,649
+2,135
+7% +$375K
IWB icon
53
iShares Russell 1000 ETF
IWB
$47.1B
$5.58M 0.2%
17,812
-953
-5% -$309K
SCHE icon
54
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$5.58M 0.2%
378,352
+4,110
+1% +$116K
SCHZ icon
55
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$5.4M 0.2%
427,119
+31,979
+8% +$739K
SPMO icon
56
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$5.39M 0.2%
56,404
-25,324
-31% -$2.4M
IVE icon
57
iShares S&P 500 Value ETF
IVE
$49.1B
$4.51M 0.16%
23,642
+935
+4% +$185K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.42M 0.16%
53,379
+3,038
+6% +$250K
BINC icon
59
BlackRock Flexible Income ETF
BINC
$16.1B
$4.07M 0.15%
78,323
+11,871
+18% +$625K
EMXC icon
60
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$3.65M 0.13%
65,705
+7,163
+12% +$421K
SMMD icon
61
iShares Russell 2500 ETF
SMMD
$3.53B
$3.54M 0.13%
52,138
+15,882
+44% +$1.11M
INTF icon
62
iShares International Equity Factor ETF
INTF
$3.55B
$3.43M 0.12%
119,295
-1,057
-0.9% -$31.7K
IYW icon
63
iShares US Technology ETF
IYW
$22.6B
$3.34M 0.12%
20,742
-375
-2% -$59.3K
BCI icon
64
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$3.32M 0.12%
168,548
+21,771
+15% +$439K
VV icon
65
Vanguard Large-Cap ETF
VV
$51.2B
$3.31M 0.12%
12,224
-488
-4% -$132K
LCTU icon
66
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$3.28M 0.12%
51,049
+751
+1% +$48.4K
SPTS icon
67
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.15M 0.11%
104,692
-5,168
-5% -$150K
TIP icon
68
iShares TIPS Bond ETF
TIP
$14.5B
$3.06M 0.11%
28,760
+1,491
+5% +$161K
FREL icon
69
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.89M 0.1%
107,922
+1,116
+1% +$31.9K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$121B
$2.73M 0.1%
43,868
-1,677
-4% -$108K
MUB icon
71
iShares National Muni Bond ETF
MUB
$45.2B
$2.61M 0.09%
24,472
-292
-1% -$31.4K
PCY icon
72
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$2.44M 0.09%
184,811
+6,391
+4% +$132K
VUG icon
73
Vanguard Growth ETF
VUG
$212B
$2.43M 0.09%
35,262
-3,582
-9% -$241K
TLT icon
74
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$2.36M 0.09%
26,934
+1,463
+6% +$135K
VB icon
75
Vanguard Small-Cap ETF
VB
$78.9B
$2.27M 0.08%
9,468
-468
-5% -$115K
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 Q4 2024 Portfolio in Review

As of Q4 2024, SigFig Wealth Management held 129 positions worth $2.76B, up 0.29% from $2.75B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q4 2024 filing shows 11 new, 79 increased, 33 reduced and 5 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M. The largest sale was iShares Core S&P 500 ETF, an estimated $9.9M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, down from 0.01% a quarter earlier.

  • SigFig Wealth Management's largest Q4 2024 buy was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M.
  • SigFig Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024, an estimated $14.7M increase.
  • SigFig Wealth Management's biggest Q4 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.9M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q4 2024, selling an estimated $7.31M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.76B portfolio in Q4 2024.
  • SigFig Wealth Management opened 11 new positions and closed 5 in Q4 2024.
  • SigFig Wealth Management's portfolio value rose 0.29% quarter-over-quarter to $2.76B.

Based on SigFig Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.