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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 Morningstar 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
ESGE icon
51
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$1.9M 0.09%
47,855
-910
-2% -$37.5K
PXH icon
52
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$1.89M 0.09%
86,519
+13,563
+19% +$303K
PRF icon
53
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.87M 0.09%
54,485
+19,295
+55% +$645K
MBB icon
54
iShares MBS ETF
MBB
$39.1B
$1.86M 0.09%
17,469
+2,653
+18% +$286K
SCHX icon
55
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.78M 0.08%
104,886
+5,964
+6% +$110K
VUG icon
56
Vanguard Morningstar Growth ETF
VUG
$212B
$1.73M 0.08%
32,850
+9,120
+38% +$475K
SCHO icon
57
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.61M 0.08%
66,062
+2,008
+3% +$51.2K
VV icon
58
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$1.6M 0.07%
7,243
+18
+0.2% +$3.86K
HYG icon
59
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.55M 0.07%
17,886
+3,794
+27% +$329K
IXN icon
60
iShares Global Tech ETF
IXN
$7.87B
$1.54M 0.07%
24,618
-5,547
-18% -$341K
USXF icon
61
iShares ESG Advanced MSCI USA ETF
USXF
$1.37B
$1.47M 0.07%
37,633
+10,619
+39% +$408K
COMT icon
62
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$1.44M 0.07%
42,103
-3,871
-8% -$137K
INTF icon
63
iShares International Equity Factor ETF
INTF
$3.55B
$1.32M 0.06%
45,915
+2,506
+6% +$73.3K
VB icon
64
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$1.25M 0.06%
5,561
+713
+15% +$162K
SCHP icon
65
Schwab US TIPS ETF
SCHP
$16.4B
$1.22M 0.06%
37,838
+1,022
+3% +$32.2K
VO icon
66
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.15M 0.05%
18,000
+728
+4% +$45.6K
IXG icon
67
iShares Global Financials ETF
IXG
$669M
$1.14M 0.05%
14,493
-2,827
-16% -$229K
VTV icon
68
Vanguard Morningstar Value ETF
VTV
$188B
$1.13M 0.05%
8,024
+2,585
+48% +$369K
IYE icon
69
iShares US Energy ETF
IYE
$1.72B
$1.03M 0.05%
33,874
+44
+0.1% +$1.35K
ESGD icon
70
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$1.03M 0.05%
13,200
+3,708
+39% +$295K
MUB icon
71
iShares National Muni Bond ETF
MUB
$45.2B
$1M 0.05%
10,482
+5,377
+105% +$624K
SCHH icon
72
Schwab US REIT ETF
SCHH
$11.7B
$986K 0.05%
43,652
+522
+1% +$12.9K
IGSB icon
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$981K 0.05%
18,393
-32,642
-64% -$1.77M
ESML icon
74
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$921K 0.04%
23,022
+6,274
+37% +$254K
USMV icon
75
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$886K 0.04%
+11,445
New +$886K
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 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.