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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
SPYG icon
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
– –
-14,725
Closed -$733K
1 2 3
4

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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
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GCC
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SB
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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.