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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
+3.38%
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
JHMM icon
101
John Hancock Multifactor Mid Cap ETF
JHMM
$5.96B
$388K 0.02%
7,869
+846
+12% +$40.2K
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$81.9B
$370K 0.01%
3,514
+841
+31% +$88.2K
JHMD icon
103
John Hancock Multifactor Developed International ETF
JHMD
$950M
$369K 0.01%
12,059
+649
+6% +$20.3K
JHEM icon
104
John Hancock Multifactor Emerging Markets ETF
JHEM
$967M
$363K 0.01%
14,938
+1,376
+10% +$33.6K
VNQ icon
105
Vanguard Real Estate ETF
VNQ
$40B
$259K 0.01%
2,764
-56
-2% -$4.59K
TLT icon
106
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
– –
-2,421
Closed -$265K
1 2 3 4
5

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DGM
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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
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SB
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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.