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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+3.57%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.14B
AUM Growth
+$145M
Cap. Flow
+$111M
Cap. Flow %
5.19%
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.96M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.26M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.13M

Top Sells

Rank Stock Value
1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.15M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.77M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
4
IXN icon
iShares Global Tech ETF
IXN
+$341K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$302K

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$11.6M 0.54%
236,523
+31,111
+15% +$1.57M
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$44.7B
$11.1M 0.52%
136,728
+11,546
+9% +$939K
SPYG icon
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$10.4M 0.49%
166,408
+66,338
+66% +$4.63M
TIP icon
29
iShares TIPS Bond ETF
TIP
$14.5B
$8.6M 0.4%
68,109
+12,025
+21% +$1.55M
SCHF icon
30
Schwab International Equity ETF
SCHF
$65.5B
$8.26M 0.39%
448,362
+29,978
+7% +$589K
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$8M 0.37%
284,848
+27,021
+10% +$826K
BLV icon
32
Vanguard Long-Term Bond ETF
BLV
$5.81B
$6.7M 0.31%
65,070
+6,649
+11% +$687K
BIV icon
33
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$6.55M 0.31%
74,011
+1,365
+2% +$121K
VMBS icon
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.38M 0.3%
119,586
+8,677
+8% +$460K
GOVT icon
35
iShares US Treasury Bond ETF
GOVT
$43.9B
$6.16M 0.29%
233,563
+37,783
+19% +$1M
SCHZ icon
36
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$6.08M 0.28%
227,784
+3,718
+2% +$101K
SPTS icon
37
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$5.98M 0.28%
204,986
+7,505
+4% +$229K
SHY icon
38
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$5.63M 0.26%
67,807
+651
+1% +$55.8K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$5.07M 0.24%
93,836
+31,848
+51% +$1.75M
EFG icon
40
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$4.71M 0.22%
43,807
+7,710
+21% +$844K
EFV icon
41
iShares MSCI EAFE Value ETF
EFV
$28.4B
$4.69M 0.22%
95,774
+15,843
+20% +$809K
FREL icon
42
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.93M 0.18%
126,586
-5,988
-5% -$195K
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$3.83M 0.18%
130,382
+62,244
+91% +$1.86M
IWB icon
44
iShares Russell 1000 ETF
IWB
$47.9B
$3.57M 0.17%
14,713
-1,148
-7% -$295K
SPIP icon
45
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$3.48M 0.16%
116,950
+2,876
+3% +$90.3K
BND icon
46
Vanguard Total Bond Market
BND
$158B
$3.34M 0.16%
39,084
+1,731
+5% +$147K
USRT icon
47
iShares Core US REIT ETF
USRT
$4.74B
$3.09M 0.14%
50,593
-2,683
-5% -$171K
IJH icon
48
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.24M 0.1%
39,520
+13,980
+55% +$778K
EUSB icon
49
iShares ESG Advanced Universal USD Bond ETF
EUSB
$714M
$2.06M 0.1%
41,789
+16,636
+66% +$822K
VLUE icon
50
iShares MSCI USA Value Factor ETF
VLUE
$9.29B
$1.92M 0.09%
18,412
-1,649
-8% -$173K
1
2
3 4

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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 2021 Portfolio in Review

As of Q4 2021, SigFig Wealth Management held 83 positions worth $2.14B, up 7.3% from $1.99B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $111M of net new capital in Q4 2021, opening 3 new positions and adding to 66 existing holdings. Its largest new stake was Schwab Fundamental US Large Company Index ETF: 226,446 shares worth $541K.

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 1-5 Year Investment Grade Corporate Bond ETF, an estimated $1.77M trimmed.

  • SigFig Wealth Management's largest Q4 2021 buy was Schwab Fundamental US Large Company Index ETF: 226,446 shares worth $541K.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2021, an estimated $10.8M increase.
  • SigFig Wealth Management's biggest Q4 2021 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $1.77M.
  • SigFig Wealth Management fully exited iShares MSCI USA Momentum Factor ETF in Q4 2021, selling an estimated $6.15M.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $2.14B portfolio in Q4 2021.
  • SigFig Wealth Management opened 3 new positions and closed 1 in Q4 2021.
  • SigFig Wealth Management's portfolio value rose 7.3% quarter-over-quarter to $2.14B.

Based on SigFig Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.