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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
+11.86%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$282M
Cap. Flow
+$143M
Cap. Flow %
10.35%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48.4M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.8M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$11.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.7M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$6.6M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$4.66M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$469K
5
IYG icon
iShares US Financial Services ETF
IYG
+$269K

Sector Composition

Rank Sector Weight
1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLUE icon
51
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
$1.12M 0.08%
12,902
+3,637
+39% +$296K
HYG icon
52
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.06M 0.08%
12,141
+1,412
+13% +$121K
MDYG icon
53
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.81B
$1.04M 0.08%
+14,995
New +$960K
SCHP icon
54
Schwab US TIPS ETF
SCHP
$16.4B
$946K 0.07%
30,468
+4,328
+17% +$133K
PXH icon
55
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$921K 0.07%
43,527
-1,431
-3% -$27.7K
MDYV icon
56
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$890K 0.06%
+16,044
New +$810K
INTF icon
57
iShares International Equity Factor ETF
INTF
$3.65B
$820K 0.06%
30,152
+1,267
+4% +$32.5K
IUSB icon
58
iShares Core Universal USD Bond ETF
IUSB
$43B
$803K 0.06%
14,720
+9,650
+190% +$524K
IWM icon
59
iShares Russell 2000 ETF
IWM
$80.2B
$801K 0.06%
4,088
+87
+2% +$15.2K
IXN icon
60
iShares Global Tech ETF
IXN
$8.34B
$752K 0.05%
15,030
+3,474
+30% +$161K
SCHH icon
61
Schwab US REIT ETF
SCHH
$11.5B
$730K 0.05%
38,476
+8,628
+29% +$160K
BND icon
62
Vanguard Total Bond Market
BND
$158B
$654K 0.05%
7,416
+244
+3% +$21.5K
MUB icon
63
iShares National Muni Bond ETF
MUB
$45.2B
$635K 0.05%
5,414
+1,242
+30% +$144K
IHI icon
64
iShares US Medical Devices ETF
IHI
$3.14B
$631K 0.05%
11,562
+2,886
+33% +$151K
USMV icon
65
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$608K 0.04%
8,960
+2,526
+39% +$166K
PKW icon
66
Invesco BuyBack Achievers ETF
PKW
$1.72B
$559K 0.04%
+7,619
New +$507K
VB icon
67
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$515K 0.04%
2,643
-98
-4% -$17.3K
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$122B
$509K 0.04%
11,065
+3,455
+45% +$146K
AAPL icon
69
Apple
AAPL
$4.9T
$349K 0.03%
+2,047
New +$246K
IEF icon
70
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$333K 0.02%
2,776
+536
+24% +$64.5K
TLT icon
71
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$310K 0.02%
1,954
+714
+58% +$113K
VUG icon
72
Vanguard Morningstar Growth ETF
VUG
$218B
$201K 0.01%
+4,770
New +$190K
IYG icon
73
iShares US Financial Services ETF
IYG
$2.16B
– –
-6,687
Closed -$269K
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
– –
-3,213
Closed -$469K
NEAR icon
75
iShares Short Maturity Bond ETF
NEAR
$4.83B
– –
-11,052
Closed -$554K
1 2
3
4

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 2020 Portfolio in Review

As of Q4 2020, SigFig Wealth Management held 76 positions worth $1.38B, up 26% from $1.1B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SigFig Wealth Management deployed $143M of net new capital in Q4 2020, opening 6 new positions and adding to 61 existing holdings. Its largest new stake was iShares MBS ETF: 12,218 shares worth $1.35M.

By sector, the portfolio is most concentrated in Technology at 0.03% of assets.

On the sell side, the largest reduction was Vanguard Extended Market ETF, an estimated $4.66M trimmed.

  • SigFig Wealth Management's largest Q4 2020 buy was iShares MBS ETF: 12,218 shares worth $1.35M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2020, an estimated $48.4M increase.
  • SigFig Wealth Management's biggest Q4 2020 reduction was Vanguard Extended Market ETF, cutting an estimated $4.66M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020, selling an estimated $733K.
  • SigFig Wealth Management's ten largest holdings make up 78% of its $1.38B portfolio in Q4 2020.
  • SigFig Wealth Management opened 6 new positions and closed 4 in Q4 2020.
  • SigFig Wealth Management's portfolio value rose 26% quarter-over-quarter to $1.38B.

Based on SigFig Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.