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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
LCTD icon
101
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$596K 0.02%
13,664
+1,352
+11% +$62K
JHEM icon
102
John Hancock Multifactor Emerging Markets ETF
JHEM
$949M
$586K 0.02%
22,763
+862
+4% +$23.6K
SCHH icon
103
Schwab US REIT ETF
SCHH
$11.7B
$568K 0.02%
44,214
+1,384
+3% +$30.9K
JHMD icon
104
John Hancock Multifactor Developed International ETF
JHMD
$947M
$565K 0.02%
17,615
+840
+5% +$28.2K
HYDB icon
105
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$517K 0.02%
+11,015
New +$523K
HYG icon
106
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$490K 0.02%
6,226
-415
-6% -$32.9K
SUSB icon
107
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$481K 0.02%
19,470
+9,580
+97% +$238K
VGIT icon
108
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$422K 0.02%
+7,278
New +$428K
IGRO icon
109
iShares International Dividend Growth ETF
IGRO
$1.29B
$389K 0.01%
5,740
+1,150
+25% +$81.9K
QLTA icon
110
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$382K 0.01%
8,146
+3,132
+62% +$150K
VYMI icon
111
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$364K 0.01%
5,371
+753
+16% +$53.2K
TLH icon
112
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$348K 0.01%
3,489
+120
+4% +$12.4K
AAPL icon
113
Apple
AAPL
$4.97T
$338K 0.01%
1,780
– –
JHSC icon
114
John Hancock Multifactor Small Cap ETF
JHSC
$718M
$330K 0.01%
8,327
+214
+3% +$8.81K
CLOA icon
115
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$326K 0.01%
6,308
-367
-5% -$19K
BIDD
116
iShares International Dividend Active ETF
BIDD
$401M
$292K 0.01%
+11,819
New +$299K
OEF icon
117
iShares S&P 100 ETF
OEF
$19.5B
$258K 0.01%
889
+20
+2% +$5.72K
NUSC icon
118
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$254K 0.01%
6,064
-85
-1% -$3.71K
DGS icon
119
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
$234K 0.01%
4,790
+735
+18% +$37.6K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$39.9B
$233K 0.01%
2,696
+242
+10% +$22.9K
BALI icon
121
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.28B
$206K 0.01%
+6,791
New +$209K
BSCQ icon
122
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$205K 0.01%
+10,541
New +$205K
BSCR icon
123
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$204K 0.01%
+10,459
New +$204K
BSCP
124
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$203K 0.01%
+9,848
New +$203K
ESGD icon
125
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
– –
-2,704
Closed -$228K
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.