We are live on ! Find out more
SWM

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
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$71.3B
$16.4M 0.59%
732,687
+184,308
+34% +$4.3M
DMXF icon
27
iShares ESG Advanced MSCI EAFE ETF
DMXF
$976M
$15.1M 0.55%
233,325
+29,543
+14% +$2.01M
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$82.3B
$14.7M 0.53%
298,641
+15,940
+6% +$797K
SPEM icon
29
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$13.1M 0.48%
355,053
-21,088
-6% -$848K
VWO icon
30
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$12.3M 0.45%
282,695
+5,041
+2% +$234K
SPAB icon
31
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
$12.3M 0.45%
455,128
+13,818
+3% +$351K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.7B
$12.1M 0.44%
156,898
+4,170
+3% +$324K
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$71.9B
$9.65M 0.35%
94,226
-4,533
-5% -$452K
ESGE icon
34
iShares ESG Aware MSCI EM ETF
ESGE
$6.41B
$9.63M 0.35%
287,430
+18,798
+7% +$663K
ESML icon
35
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$9.54M 0.35%
227,283
+8,107
+4% +$350K
HYXF icon
36
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$9.26M 0.34%
200,274
+11,111
+6% +$519K
IWY icon
37
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$9.24M 0.33%
+38,948
New +$8.94M
SCHB icon
38
Schwab US Broad Market ETF
SCHB
$42.9B
$8.86M 0.32%
528,358
-25,196
-5% -$575K
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
$8.65M 0.31%
168,076
-527
-0.3% -$27.1K
QUAL icon
40
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$8.44M 0.31%
47,277
+1,437
+3% +$261K
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$8.4M 0.3%
112,203
+4,817
+4% +$366K
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$28.4B
$7.03M 0.25%
134,207
+21,213
+19% +$1.16M
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$7M 0.25%
72,135
+10,324
+17% +$1.05M
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$656B
$6.88M 0.25%
27,964
-8,136
-23% -$2.37M
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$6.87M 0.25%
136,967
+6,845
+5% +$346K
XMMO icon
46
Invesco S&P MidCap Momentum ETF
XMMO
$7.15B
$6.81M 0.25%
+55,040
New +$6.98M
BND icon
47
Vanguard Total Bond Market
BND
$158B
$6.65M 0.24%
92,302
+1,290
+1% +$94.3K
SCHF icon
48
Schwab International Equity ETF
SCHF
$65.5B
$6.28M 0.23%
552,378
+79,166
+17% +$1.55M
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.04M 0.22%
133,053
+3,931
+3% +$181K
MBB icon
50
iShares MBS ETF
MBB
$39.2B
$5.87M 0.21%
63,936
+3,789
+6% +$353K
1
2
3 4 5

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.