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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
-1.96%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.76B
AUM Growth
+$8.11M
Cap. Flow
+$62.5M
Cap. Flow %
2.26%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
79
Reduced
33
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.5M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.94M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.9M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M
4
HDV
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.28M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTUM icon
76
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$2.25M 0.08%
+10,827
New +$2.27M
DSI icon
77
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$2.23M 0.08%
20,091
-830
-4% -$92.7K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.15B
$2.21M 0.08%
31,622
+356
+1% +$25.3K
PXH icon
79
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$2.08M 0.08%
101,446
+6,709
+7% +$143K
SPIP icon
80
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2M 0.07%
73,537
-3,550
-5% -$91.4K
SCHO icon
81
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.91M 0.07%
98,962
+7,160
+8% +$173K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$1.84M 0.07%
14,246
-149
-1% -$19.3K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.82M 0.07%
79,958
+4,043
+5% +$93.6K
IHDG icon
84
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
$1.75M 0.06%
40,238
+6,080
+18% +$271K
SPHY icon
85
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$1.59M 0.06%
67,943
+25,874
+62% +$614K
PRF icon
86
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.53M 0.06%
37,928
-621
-2% -$25.7K
IWM icon
87
iShares Russell 2000 ETF
IWM
$79.1B
$1.45M 0.05%
6,587
-16
-0.2% -$3.65K
USRT icon
88
iShares Core US REIT ETF
USRT
$4.71B
$1.37M 0.05%
26,254
-3,536
-12% -$213K
GOVT icon
89
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.1M 0.04%
48,984
+1,340
+3% +$30.6K
IJS icon
90
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$936K 0.03%
8,652
+830
+11% +$92K
IAU icon
91
iShares Gold Trust
IAU
$62.8B
$889K 0.03%
+18,054
New +$907K
JHMM icon
92
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$751K 0.03%
12,577
+251
+2% +$15.5K
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$42.8B
$747K 0.03%
12,203
-143
-1% -$9.02K
SCHP icon
94
Schwab US TIPS ETF
SCHP
$16.4B
$736K 0.03%
57,456
+6,540
+13% +$172K
HYLB icon
95
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$718K 0.03%
19,893
+553
+3% +$20.2K
IFRA icon
96
iShares US Infrastructure ETF
IFRA
$4.45B
$716K 0.03%
15,498
-370
-2% -$17.9K
ICVT icon
97
iShares Convertible Bond ETF
ICVT
$6.97B
$694K 0.03%
8,155
+1,721
+27% +$148K
HYMB icon
98
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$687K 0.02%
26,825
+7,737
+41% +$201K
VWOB icon
99
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$654K 0.02%
10,337
+157
+2% +$10.2K
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$80.8B
$596K 0.02%
4,685
+95
+2% +$12.4K
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 Q4 2024 Portfolio in Review

As of Q4 2024, SigFig Wealth Management held 129 positions worth $2.76B, up 0.29% from $2.75B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q4 2024 filing shows 11 new, 79 increased, 33 reduced and 5 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M. The largest sale was iShares Core S&P 500 ETF, an estimated $9.9M.

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

  • SigFig Wealth Management's largest Q4 2024 buy was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M.
  • SigFig Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024, an estimated $14.7M increase.
  • SigFig Wealth Management's biggest Q4 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.9M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q4 2024, selling an estimated $7.31M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.76B portfolio in Q4 2024.
  • SigFig Wealth Management opened 11 new positions and closed 5 in Q4 2024.
  • SigFig Wealth Management's portfolio value rose 0.29% quarter-over-quarter to $2.76B.

Based on SigFig Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.