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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
+8.83%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.63B
AUM Growth
+$139M
Cap. Flow
-$60.1M
Cap. Flow %
-2.28%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.76M
2
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.59M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.27M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.87M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.72M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$31.4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.4M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.98M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.86M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.81M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIP icon
76
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.38M 0.09%
93,582
-6,359
-6% -$159K
OEF icon
77
iShares S&P 100 ETF
OEF
$19.5B
$2.22M 0.08%
+9,940
New +$2.09M
JMST icon
78
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$2.21M 0.08%
43,581
-40,028
-48% -$2.02M
VUG icon
79
Vanguard Morningstar Growth ETF
VUG
$212B
$2.11M 0.08%
40,776
+1,332
+3% +$64.3K
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$2.03M 0.08%
4,270
-966
-18% -$430K
DSI icon
81
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$1.86M 0.07%
20,436
+2,909
+17% +$247K
PXH icon
82
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$1.84M 0.07%
96,207
+727
+0.8% +$13.1K
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.79M 0.07%
23,853
+873
+4% +$62.1K
USRT icon
84
iShares Core US REIT ETF
USRT
$4.71B
$1.75M 0.07%
34,686
-2,425
-7% -$119K
SCHO icon
85
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.7M 0.06%
75,502
+9,124
+14% +$219K
BCI icon
86
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$1.63M 0.06%
84,089
-13,556
-14% -$279K
EFA icon
87
iShares MSCI EAFE ETF
EFA
$76.4B
$1.6M 0.06%
21,379
-10,465
-33% -$740K
JHML icon
88
John Hancock Multifactor Large Cap ETF
JHML
$1.15B
$1.37M 0.05%
23,299
+621
+3% +$34.1K
SUSC icon
89
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.35M 0.05%
58,130
+10,519
+22% +$232K
IWM icon
90
iShares Russell 2000 ETF
IWM
$79.1B
$1.33M 0.05%
6,640
+364
+6% +$65.2K
PRF icon
91
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.3M 0.05%
36,911
-5,684
-13% -$186K
SPYG icon
92
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$1.12M 0.04%
17,149
-73,613
-81% -$4.54M
ITM icon
93
VanEck Intermediate Muni ETF
ITM
$2.14B
$1.06M 0.04%
22,638
-16,529
-42% -$744K
VO icon
94
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$980K 0.04%
16,856
-792
-4% -$42.3K
SCHP icon
95
Schwab US TIPS ETF
SCHP
$16.4B
$956K 0.04%
39,252
+3,166
+9% +$80.5K
EMXC icon
96
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$941K 0.04%
+16,987
New +$875K
GOVT icon
97
iShares US Treasury Bond ETF
GOVT
$43.7B
$818K 0.03%
35,484
-53,321
-60% -$1.19M
IXC icon
98
iShares Global Energy ETF
IXC
$2.75B
$720K 0.03%
+18,405
New +$732K
HYLB icon
99
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$671K 0.03%
18,865
-105
-0.6% -$3.6K
IFRA icon
100
iShares US Infrastructure ETF
IFRA
$4.45B
$656K 0.02%
16,295
+1,461
+10% +$54.4K
1 2 3
4
5

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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 2023 Portfolio in Review

As of Q4 2023, SigFig Wealth Management held 118 positions worth $2.63B, up 5.6% from $2.49B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

SigFig Wealth Management's Q4 2023 filing shows 10 new, 57 increased, 49 reduced and 2 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 133,642 shares worth $6.23M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $31.4M.

By sector, the portfolio is most concentrated in Technology at 0.02% of assets, down from 0.02% a quarter earlier.

  • SigFig Wealth Management's largest Q4 2023 buy was State Street SPDR Portfolio S&P 500 Value ETF: 133,642 shares worth $6.23M.
  • SigFig Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2023, an estimated $2.72M increase.
  • SigFig Wealth Management's biggest Q4 2023 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $31.4M.
  • SigFig Wealth Management fully exited Invesco BuyBack Achievers ETF in Q4 2023, selling an estimated $6.35M.
  • SigFig Wealth Management's ten largest holdings make up 61% of its $2.63B portfolio in Q4 2023.
  • SigFig Wealth Management opened 10 new positions and closed 2 in Q4 2023.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.63B.

Based on SigFig Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.