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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
-6.54%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.08B
AUM Growth
-$57.6M
Cap. Flow
+$66.4M
Cap. Flow %
3.19%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$10.2M
2
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$7.53M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.35M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.54M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.3M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.4M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$2.32M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.87M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$80.2B
$844K 0.04%
4,110
+137
+3% +$27.9K
DMXF icon
77
iShares ESG Advanced MSCI EAFE ETF
DMXF
$998M
$791K 0.04%
13,045
+3,066
+31% +$194K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$785K 0.04%
8,705
-2,740
-24% -$207K
JHML icon
79
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$533K 0.03%
+9,976
New +$557K
IGSB icon
80
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$491K 0.02%
2,190
-16,203
-88% -$854K
AAPL icon
81
Apple
AAPL
$4.9T
$366K 0.02%
2,047
-210
-9% -$35.3K
DSI icon
82
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$345K 0.02%
8,248
+5,533
+204% +$475K
VNQ icon
83
Vanguard Real Estate ETF
VNQ
$39.4B
$302K 0.01%
2,971
+347
+13% +$36.7K
ICVT icon
84
iShares Convertible Bond ETF
ICVT
$7.21B
$294K 0.01%
+3,672
New +$304K
SUB icon
85
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$291K 0.01%
+2,813
New +$298K
SUSC icon
86
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$268K 0.01%
+14,711
New +$381K
IXG icon
87
iShares Global Financials ETF
IXG
$679M
– –
-14,493
Closed -$1.14M
SPYG icon
88
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51B
– –
-166,408
Closed -$10.4M
SUSB icon
89
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
– –
-9,848
Closed -$252K
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 Q1 2022 Portfolio in Review

As of Q1 2022, SigFig Wealth Management held 89 positions worth $2.08B, down 2.7% from $2.14B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

SigFig Wealth Management deployed $66.4M of net new capital in Q1 2022, opening 7 new positions and adding to 54 existing holdings. Its largest new stake was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.

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 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, an estimated $2.7M trimmed.

  • SigFig Wealth Management's largest Q1 2022 buy was iShares S&P 500 Growth ETF: 97,867 shares worth $7.59M.
  • SigFig Wealth Management added most to Vanguard Extended Market ETF in Q1 2022, an estimated $10.2M increase.
  • SigFig Wealth Management's biggest Q1 2022 reduction was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, cutting an estimated $2.7M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022, selling an estimated $10.4M.
  • SigFig Wealth Management's ten largest holdings make up 72% of its $2.08B portfolio in Q1 2022.
  • SigFig Wealth Management opened 7 new positions and closed 3 in Q1 2022.
  • SigFig Wealth Management's portfolio value fell 2.7% quarter-over-quarter to $2.08B.

Based on SigFig Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.