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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
+5.6%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.75B
AUM Growth
+$94.8M
Cap. Flow
-$42.2M
Cap. Flow %
-1.53%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$18.9M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$10.4M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.04M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.99M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$17M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$13.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.74M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$2.36M 0.09%
9,936
-1,403
-12% -$319K
DSI icon
77
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$2.27M 0.08%
20,921
-419
-2% -$43.9K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.15B
$2.17M 0.08%
31,266
+2,500
+9% +$166K
PXH icon
79
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$2.11M 0.08%
94,737
-1,129
-1% -$23.1K
SPIP icon
80
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.07M 0.08%
77,087
-2,485
-3% -$64.2K
SUSC icon
81
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.81M 0.07%
75,915
+9,086
+14% +$212K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$1.81M 0.07%
14,395
+338
+2% +$41K
SCHO icon
83
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.77M 0.06%
91,802
+6,428
+8% +$156K
PRF icon
84
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.56M 0.06%
38,549
+2,086
+6% +$81.8K
IHDG icon
85
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
$1.56M 0.06%
34,158
+7,296
+27% +$330K
USRT icon
86
iShares Core US REIT ETF
USRT
$4.71B
$1.54M 0.06%
29,790
-680
-2% -$39.7K
IWM icon
87
iShares Russell 2000 ETF
IWM
$79.1B
$1.45M 0.05%
6,603
-468
-7% -$100K
IGEB icon
88
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$1.26M 0.05%
27,095
+1,603
+6% +$73.1K
GOVT icon
89
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.12M 0.04%
47,644
+784
+2% +$18.2K
SPHY icon
90
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$1.01M 0.04%
42,069
+15,402
+58% +$363K
SCHP icon
91
Schwab US TIPS ETF
SCHP
$16.4B
$888K 0.03%
50,916
+5,386
+12% +$142K
IJS icon
92
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$839K 0.03%
7,822
+1,440
+23% +$150K
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$42.8B
$770K 0.03%
12,346
-1,000
-7% -$60.3K
IFRA icon
94
iShares US Infrastructure ETF
IFRA
$4.45B
$744K 0.03%
15,868
+204
+1% +$9.1K
JHMM icon
95
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$740K 0.03%
12,326
+1,024
+9% +$58.6K
HYLB icon
96
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$714K 0.03%
19,340
-1,513
-7% -$54.7K
VWOB icon
97
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$675K 0.02%
10,180
-1,184
-10% -$76.6K
JHEM icon
98
John Hancock Multifactor Emerging Markets ETF
JHEM
$949M
$636K 0.02%
21,901
+1,669
+8% +$45.2K
LCTD icon
99
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$600K 0.02%
12,312
+728
+6% +$33.7K
JHMD icon
100
John Hancock Multifactor Developed International ETF
JHMD
$947M
$598K 0.02%
16,775
+1,562
+10% +$53.4K
2 3
4
5 6

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 Q3 2024 Portfolio in Review

As of Q3 2024, SigFig Wealth Management held 131 positions worth $2.75B, up 3.6% from $2.66B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2024 filing shows 8 new, 62 increased, 48 reduced and 13 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $31.5M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, down from 0.02% a quarter earlier.

  • SigFig Wealth Management's largest Q3 2024 buy was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M.
  • SigFig Wealth Management added most to Vanguard Morningstar Mid-Cap ETF in Q3 2024, an estimated $18.9M increase.
  • SigFig Wealth Management's biggest Q3 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $17M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 ETF in Q3 2024, selling an estimated $31.5M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.75B portfolio in Q3 2024.
  • SigFig Wealth Management opened 8 new positions and closed 13 in Q3 2024.
  • SigFig Wealth Management's portfolio value rose 3.6% quarter-over-quarter to $2.75B.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.