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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
+6.02%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$107M
Cap. Flow
+$53M
Cap. Flow %
2.63%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.3M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.97M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$6.59M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.37M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.87M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.87M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PKW icon
76
Invesco BuyBack Achievers ETF
PKW
$1.72B
$1.42M 0.07%
+43,916
New +$3.7M
VWOB icon
77
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$1.3M 0.06%
21,383
+1,374
+7% +$82.1K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.3M 0.06%
18,334
-52,547
-74% -$3.74M
BCI icon
79
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$1.23M 0.06%
55,738
-19,724
-26% -$510K
ESGD icon
80
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$1.22M 0.06%
11,181
+880
+9% +$55.3K
ICVT icon
81
iShares Convertible Bond ETF
ICVT
$7.21B
$1.17M 0.06%
10,838
-111
-1% -$7.81K
SCHP icon
82
Schwab US TIPS ETF
SCHP
$16.4B
$951K 0.05%
31,664
-2,848
-8% -$74.5K
IWM icon
83
iShares Russell 2000 ETF
IWM
$80.2B
$948K 0.05%
5,435
+289
+6% +$51.4K
SPYM
84
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$921K 0.05%
+20,473
New +$925K
JHML icon
85
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$859K 0.04%
16,771
+150
+0.9% +$7.4K
VO icon
86
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$809K 0.04%
15,872
+488
+3% +$24.9K
SCHH icon
87
Schwab US REIT ETF
SCHH
$11.5B
$769K 0.04%
35,968
-1,883
-5% -$36.2K
MTUM icon
88
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$761K 0.04%
+9,412
New +$1.37M
IGSB icon
89
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$747K 0.04%
+4,311
New +$213K
DSI icon
90
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$706K 0.04%
22,626
+1,807
+9% +$130K
HYG icon
91
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$680K 0.03%
9,168
-1,184
-11% -$87.3K
HYLB icon
92
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$664K 0.03%
19,692
+1,373
+7% +$46.4K
IFRA icon
93
iShares US Infrastructure ETF
IFRA
$4.5B
$604K 0.03%
13,857
+157
+1% +$5.62K
SUB icon
94
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$535K 0.03%
5,619
-14
-0.2% -$1.45K
LCTU icon
95
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$522K 0.03%
25,899
+9,486
+58% +$406K
IYE icon
96
iShares US Energy ETF
IYE
$1.73B
$411K 0.02%
3,905
-872
-18% -$40.8K
SUSC icon
97
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$405K 0.02%
33,612
+2,406
+8% +$53.2K
AAPL icon
98
Apple
AAPL
$4.9T
$366K 0.02%
2,047
– –
JHMD icon
99
John Hancock Multifactor Developed International ETF
JHMD
$971M
$288K 0.01%
9,588
-154
-2% -$4.15K
JHEM icon
100
John Hancock Multifactor Emerging Markets ETF
JHEM
$982M
$286K 0.01%
11,038
-20
-0.2% -$458
1 2 3
4
5

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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 2022 Portfolio in Review

As of Q4 2022, SigFig Wealth Management held 107 positions worth $2.01B, up 5.6% from $1.91B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2022 filing shows 10 new, 55 increased, 40 reduced and 1 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M. The largest sale was iShares Core S&P 500 ETF, an estimated $11.8M.

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

  • SigFig Wealth Management's largest Q4 2022 buy was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q4 2022, an estimated $6.97M increase.
  • SigFig Wealth Management's biggest Q4 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $11.8M.
  • SigFig Wealth Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022, selling an estimated $419K.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.01B portfolio in Q4 2022.
  • SigFig Wealth Management opened 10 new positions and closed 1 in Q4 2022.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.01B.

Based on SigFig Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.