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SWM

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
ITM icon
76
VanEck Intermediate Muni ETF
ITM
$2.15B
$1.96M 0.08%
42,600
-3,474
-8% -$160K
VUG icon
77
Vanguard Growth ETF
VUG
$216B
$1.9M 0.07%
40,878
-2,442
-6% -$106K
PXH icon
78
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$1.75M 0.07%
94,630
-7,251
-7% -$134K
DSI icon
79
iShares MSCI KLD 400 Social ETF
DSI
$5.17B
$1.6M 0.06%
19,238
+40
+0.2% +$3.18K
VTV icon
80
Vanguard Value ETF
VTV
$190B
$1.59M 0.06%
11,289
-76
-0.7% -$10.6K
SCHO icon
81
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.59M 0.06%
65,514
-22
-0% -$533
TLH icon
82
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$1.55M 0.06%
14,128
+572
+4% +$64.1K
LCTU icon
83
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.49M 0.06%
30,948
+214
+0.7% +$9.88K
PRF icon
84
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$1.39M 0.05%
42,750
-3,135
-7% -$98.9K
SUSC icon
85
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$1.21M 0.05%
53,613
+569
+1% +$13K
JHML icon
86
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.2M 0.05%
22,171
+1,647
+8% +$86.4K
VWOB icon
87
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$1.16M 0.04%
18,713
-1,446
-7% -$89K
SCHP icon
88
Schwab US TIPS ETF
SCHP
$16.4B
$1.14M 0.04%
38,606
-55,398
-59% -$1.47M
IWM icon
89
iShares Russell 2000 ETF
IWM
$80.4B
$1.14M 0.04%
6,096
+184
+3% +$32.8K
ESGD icon
90
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$1.01M 0.04%
14,048
+516
+4% +$37.6K
VO icon
91
Vanguard Mid-Cap ETF
VO
$107B
$925K 0.04%
16,972
+144
+0.9% +$7.55K
SCHH icon
92
Schwab US REIT ETF
SCHH
$11.7B
$714K 0.03%
34,432
-452
-1% -$8.67K
HYLB icon
93
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$673K 0.03%
19,602
-328
-2% -$11.2K
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$28B
$653K 0.03%
16,647
-886
-5% -$34.8K
HYG icon
95
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$641K 0.02%
8,538
-312
-4% -$23.3K
FALN icon
96
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$589K 0.02%
23,383
+184
+0.8% +$4.6K
IFRA icon
97
iShares US Infrastructure ETF
IFRA
$4.56B
$586K 0.02%
15,075
+887
+6% +$33.1K
SUB icon
98
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$465K 0.02%
4,472
+657
+17% +$68.4K
AAPL icon
99
Apple
AAPL
$4.99T
$446K 0.02%
2,467
– –
DGRO icon
100
iShares Core Dividend Growth ETF
DGRO
$43.3B
$405K 0.02%
7,928
-282
-3% -$14.2K
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.