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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
LCTU icon
76
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.39M 0.08%
30,734
+4,835
+19% +$214K
VWOB icon
77
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$1.26M 0.07%
20,159
-1,224
-6% -$76K
SUSC icon
78
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.22M 0.07%
53,044
+19,432
+58% +$443K
JHML icon
79
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.06M 0.06%
20,524
+3,753
+22% +$192K
IWM icon
80
iShares Russell 2000 ETF
IWM
$79.6B
$1.05M 0.06%
5,912
+477
+9% +$87.8K
ESGD icon
81
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$973K 0.05%
13,532
+2,351
+21% +$165K
VO icon
82
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$887K 0.05%
16,828
+956
+6% +$50.9K
SCHH icon
83
Schwab US REIT ETF
SCHH
$11.5B
$744K 0.04%
34,884
-1,084
-3% -$21.7K
HYLB icon
84
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$693K 0.04%
19,930
+238
+1% +$8.17K
EEM icon
85
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$692K 0.04%
+17,533
New +$697K
HYG icon
86
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$672K 0.04%
8,850
-318
-3% -$23.8K
FALN icon
87
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$586K 0.03%
23,199
-961
-4% -$24.1K
IFRA icon
88
iShares US Infrastructure ETF
IFRA
$4.51B
$529K 0.03%
14,188
+331
+2% +$12.5K
AAPL icon
89
Apple
AAPL
$4.43T
$435K 0.02%
2,467
+420
+21% +$62K
DGRO icon
90
iShares Core Dividend Growth ETF
DGRO
$42.7B
$410K 0.02%
8,210
+4,172
+103% +$209K
SUB icon
91
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$399K 0.02%
3,815
-1,804
-32% -$188K
JHMD icon
92
John Hancock Multifactor Developed International ETF
JHMD
$962M
$350K 0.02%
11,410
+1,822
+19% +$54.6K
JHMM icon
93
John Hancock Multifactor Mid Cap ETF
JHMM
$5.91B
$336K 0.02%
7,023
+1,268
+22% +$61.6K
JHEM icon
94
John Hancock Multifactor Emerging Markets ETF
JHEM
$982M
$329K 0.02%
13,562
+2,524
+23% +$61.4K
VYM icon
95
Vanguard High Dividend Yield ETF
VYM
$80.9B
$282K 0.02%
+2,673
New +$287K
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$265K 0.01%
2,421
-171
-7% -$17.9K
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$39.2B
$264K 0.01%
2,820
+171
+6% +$14.7K
COMT icon
98
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
– –
-21,562
Closed -$1.78M
EEMV icon
99
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.44B
– –
-62,252
Closed -$2.99M
HDV
100
iShares Core High Dividend ETF
HDV
$14.5B
– –
-181,045
Closed -$2.89M
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 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.