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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
-3.41%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.49B
AUM Growth
-$84.5M
Cap. Flow
-$13.5M
Cap. Flow %
-0.54%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
38
Reduced
63
Closed
4

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.6M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.24M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$6.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.56M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.06M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$20.8M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.71M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.9M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.28M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOVT icon
76
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.96M 0.08%
88,805
-167,151
-65% -$3.76M
LCTU icon
77
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.93M 0.08%
41,025
+10,077
+33% +$495K
LQD icon
78
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$1.84M 0.07%
+18,058
New +$1.9M
USRT icon
79
iShares Core US REIT ETF
USRT
$4.65B
$1.83M 0.07%
37,111
-2,281
-6% -$117K
VUG icon
80
Vanguard Morningstar Growth ETF
VUG
$218B
$1.79M 0.07%
39,444
-1,434
-4% -$67.7K
ITM icon
81
VanEck Intermediate Muni ETF
ITM
$2.14B
$1.73M 0.07%
39,167
-3,433
-8% -$156K
PXH icon
82
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$1.7M 0.07%
95,480
+850
+0.9% +$15.8K
SCHO icon
83
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.6M 0.06%
66,378
+864
+1% +$20.7K
IVW icon
84
iShares S&P 500 Growth ETF
IVW
$72.7B
$1.57M 0.06%
+22,980
New +$1.63M
IYW icon
85
iShares US Technology ETF
IYW
$23.5B
$1.55M 0.06%
14,790
-17,810
-55% -$1.94M
VTV icon
86
Vanguard Morningstar Value ETF
VTV
$188B
$1.52M 0.06%
11,027
-262
-2% -$37.5K
DSI icon
87
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$1.43M 0.06%
17,527
-1,711
-9% -$145K
PRF icon
88
Invesco FTSE RAFI US 1000 ETF
PRF
$9.78B
$1.36M 0.05%
42,595
-155
-0.4% -$5.12K
JHML icon
89
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.2M 0.05%
22,678
+507
+2% +$27.9K
IWM icon
90
iShares Russell 2000 ETF
IWM
$80.2B
$1.11M 0.04%
6,276
+180
+3% +$33.8K
SUSC icon
91
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.04M 0.04%
47,611
-6,002
-11% -$134K
VO icon
92
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$919K 0.04%
17,648
+676
+4% +$37.1K
SCHP icon
93
Schwab US TIPS ETF
SCHP
$16.4B
$906K 0.04%
36,086
-2,520
-7% -$65K
SCHH icon
94
Schwab US REIT ETF
SCHH
$11.5B
$647K 0.03%
35,867
+1,435
+4% +$27.6K
HYLB icon
95
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$643K 0.03%
18,970
-632
-3% -$21.7K
ESGD icon
96
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$606K 0.02%
8,764
-5,284
-38% -$380K
HYG icon
97
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$585K 0.02%
7,937
-601
-7% -$44.9K
VWOB icon
98
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$571K 0.02%
9,649
-9,064
-48% -$555K
IFRA icon
99
iShares US Infrastructure ETF
IFRA
$4.5B
$543K 0.02%
14,834
-241
-2% -$9.37K
EEM icon
100
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$540K 0.02%
14,220
-2,427
-15% -$96.1K
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 Q3 2023 Portfolio in Review

As of Q3 2023, SigFig Wealth Management held 112 positions worth $2.49B, down 3.3% from $2.58B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

SigFig Wealth Management's Q3 2023 filing shows 7 new, 38 increased, 63 reduced and 4 closed positions. Its largest new stake was Invesco BuyBack Achievers ETF: 70,527 shares worth $6.35M. The largest sale was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $20.8M.

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 Q3 2023 buy was Invesco BuyBack Achievers ETF: 70,527 shares worth $6.35M.
  • SigFig Wealth Management added most to iShares Core MSCI EAFE ETF in Q3 2023, an estimated $14.6M increase.
  • SigFig Wealth Management's biggest Q3 2023 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $20.8M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Growth ETF in Q3 2023, selling an estimated $6.92M.
  • SigFig Wealth Management's ten largest holdings make up 60% of its $2.49B portfolio in Q3 2023.
  • SigFig Wealth Management opened 7 new positions and closed 4 in Q3 2023.
  • SigFig Wealth Management's portfolio value fell 3.3% quarter-over-quarter to $2.49B.

Based on SigFig Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.