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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
(+7.3%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.8M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$10.5M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$7.96M |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$6.26M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$6.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.15M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.77M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$517K |
| 4 |
iShares Global Tech ETF
IXN
|
+$341K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 ETF
IWM
$79.1B
| $884K | 0.04% |
3,973
+171
| +4% | +$38.6K |
|
77
iShares ESG Advanced MSCI EAFE ETF
DMXF
$967M
| $677K | 0.03% |
9,979
+3,001
| +43% | +$207K |
|
78
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
| $541K | 0.03% |
+226,446
| New | +$4.3M |
|
79
Apple
AAPL
$4.97T
| $403K | 0.02% |
2,257
+102
| +5% | +$16.1K |
|
80
Vanguard Real Estate ETF
VNQ
$39.9B
| $257K | 0.01% |
2,624
+99
| +4% | +$10.8K |
|
81
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $252K | 0.01% |
9,848
-3,526
| -26% | -$90.8K |
|
82
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
| $250K | 0.01% |
+2,715
| New | +$245K |
|
|
83
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
| – | – |
-35,001
| Closed | -$6.15M |
|
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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.