We are live on
!
Find out more
SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
-3.41%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$2.49B
AUM Growth
-$84.5M
(-3.3%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
38
Reduced
63
Closed
4
Avg Time Held
3
years
Top 10 Avg Time Held
2.9
years
Top 20 Avg Time Held
2.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.24M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
+$6.49M |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.56M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$5.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$20.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.71M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$7.9M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$6.92M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$4.28M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.98% |
| 2 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
| $341M | 13.68% |
3,624,546
-80,389
| -2% | -$7.9M |
2023 Q2
1 quarter
|
|
|
2
iShares Core US Aggregate Bond ETF
AGG
$137B
| $256M | 10.26% |
2,720,899
+75,184
| +3% | +$7.24M |
2016 Q4
27 quarters
|
|
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $168M | 6.72% |
1,991,675
+23,213
| +1% | +$2.03M |
2018 Q2
21 quarters
|
|
4
iShares Core Universal USD Bond ETF
IUSB
$48.7B
| $146M | 5.83% |
3,329,894
+111,580
| +3% | +$4.99M |
2020 Q3
12 quarters
|
|
|
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $123M | 4.92% |
4,083,961
+162,468
| +4% | +$5.06M |
2018 Q2
21 quarters
|
|
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $119M | 4.76% |
2,363,620
-43,043
| -2% | -$2.25M |
2023 Q2
1 quarter
|
|
|
7
iShares Core MSCI EAFE ETF
IEFA
$189B
| $90.6M | 3.63% |
1,406,884
+217,877
| +18% | +$14.6M |
2016 Q4
27 quarters
|
|
8
Vanguard Extended Market ETF
VXF
$29.7B
| $90.1M | 3.61% |
628,648
-10,120
| -2% | -$1.52M |
2020 Q1
14 quarters
|
|
9
iShares US Equity Factor ETF
LRGF
$3.71B
| $87.8M | 3.52% |
2,026,716
-27,949
| -1% | -$1.25M |
2021 Q3
8 quarters
|
|
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
| $85.1M | 3.41% |
2,967,950
+76,517
| +3% | +$2.29M |
2018 Q2
21 quarters
|
|
|
11
iShares Core S&P 500 ETF
IVV
$887B
| $81.6M | 3.27% |
189,956
-21,706
| -10% | -$9.71M |
2023 Q2
1 quarter
|
|
12
iShares Core S&P Small-Cap ETF
IJR
$102B
| $73.4M | 2.94% |
777,710
-9,377
| -1% | -$937K |
2023 Q2
1 quarter
|
|
13
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.97B
| $70.9M | 2.84% |
4,739,462
+174,311
| +4% | +$2.55M |
2022 Q2
5 quarters
|
|
14
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $65M | 2.6% |
1,362,827
-24,559
| -2% | -$1.22M |
2016 Q4
27 quarters
|
|
15
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $63.7M | 2.55% |
1,834,616
+59,936
| +3% | +$2.11M |
2022 Q2
5 quarters
|
|
16
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $52.7M | 2.11% |
1,204,488
-51,913
| -4% | -$2.38M |
2016 Q4
27 quarters
|
|
|
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $50M | 2% |
606,064
-243,896
| -29% | -$20.8M |
2016 Q4
27 quarters
|
|
18
Vanguard S&P 500 ETF
VOO
$1.04T
| $34.4M | 1.38% |
87,503
-4,175
| -5% | -$1.71M |
2023 Q2
1 quarter
|
|
19
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
| $29.4M | 1.18% |
1,209,029
-79,922
| -6% | -$1.99M |
2018 Q1
22 quarters
|
|
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $28.4M | 1.14% |
518,350
-31,077
| -6% | -$1.7M |
2023 Q2
1 quarter
|
|
21
Vanguard Russell 1000 ETF
VONE
$9.02B
| $24.6M | 0.99% |
126,400
-10,835
| -8% | -$2.19M |
2023 Q1
2 quarters
|
|
22
iShares National Muni Bond ETF
MUB
$48.8B
| $22.2M | 0.89% |
216,968
+977
| +0.5% | +$103K |
2018 Q1
22 quarters
|
|
23
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $21.7M | 0.87% |
552,686
-12,409
| -2% | -$507K |
2016 Q4
27 quarters
|
|
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
| $19.5M | 0.78% |
404,906
-49,557
| -11% | -$2.45M |
2021 Q1
10 quarters
|
|
25
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $17.4M | 0.7% |
542,876
-27,273
| -5% | -$881K |
2018 Q1
22 quarters
|
|
Similar funds
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 Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.
- 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.