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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
+0.99%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.66B
AUM Growth
-$65.4M
Cap. Flow
-$87M
Cap. Flow %
-3.27%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.27M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.05M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.66M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.17M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.94M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$47.4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.7M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$10.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.48M

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
$2.1M 0.08%
79,572
-7,060
-8% -$179K
PXH icon
77
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$1.94M 0.07%
95,866
-3,252
-3% -$65.7K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.87M 0.07%
28,766
+1,798
+7% +$115K
SCHO icon
79
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.75M 0.07%
85,374
+7,114
+9% +$171K
BCI icon
80
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.92B
$1.72M 0.06%
84,849
-3,670
-4% -$75.6K
ESGU icon
81
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$1.68M 0.06%
14,057
-2,504
-15% -$288K
USRT icon
82
iShares Core US REIT ETF
USRT
$4.74B
$1.56M 0.06%
30,470
-1,509
-5% -$78.3K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$1.52M 0.06%
66,829
+5,811
+10% +$132K
SMMD icon
84
iShares Russell 2500 ETF
SMMD
$3.59B
$1.46M 0.06%
23,391
+13,630
+140% +$857K
IWM icon
85
iShares Russell 2000 ETF
IWM
$80.4B
$1.43M 0.05%
7,071
+110
+2% +$22.2K
PRF icon
86
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$1.38M 0.05%
36,463
+1,361
+4% +$51.3K
HEFA icon
87
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$1.27M 0.05%
35,815
-21,245
-37% -$746K
IHDG icon
88
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$1.22M 0.05%
+26,862
New +$1.22M
IGEB icon
89
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$1.13M 0.04%
+25,492
New +$1.13M
VO icon
90
Vanguard Mid-Cap ETF
VO
$107B
$1.11M 0.04%
18,364
+488
+3% +$29.7K
GOVT icon
91
iShares US Treasury Bond ETF
GOVT
$43.9B
$1.06M 0.04%
46,860
+274
+0.6% +$6.14K
SCHP icon
92
Schwab US TIPS ETF
SCHP
$16.4B
$916K 0.03%
45,530
+2,798
+7% +$72.3K
VGSH icon
93
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$846K 0.03%
14,582
-21,177
-59% -$1.22M
SPSM icon
94
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$807K 0.03%
19,425
-30,533
-61% -$1.27M
DGRO icon
95
iShares Core Dividend Growth ETF
DGRO
$43.3B
$769K 0.03%
13,346
+1,385
+12% +$79.1K
HYLB icon
96
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$739K 0.03%
20,853
+1,784
+9% +$63K
VWOB icon
97
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$715K 0.03%
11,364
+2,547
+29% +$161K
IFRA icon
98
iShares US Infrastructure ETF
IFRA
$4.56B
$660K 0.02%
15,664
+115
+0.7% +$4.94K
JHMM icon
99
John Hancock Multifactor Mid Cap ETF
JHMM
$5.96B
$622K 0.02%
11,302
+832
+8% +$46.1K
IJS icon
100
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$621K 0.02%
6,382
+3,025
+90% +$297K
2 3
4
5 6

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 Q2 2024 Portfolio in Review

As of Q2 2024, SigFig Wealth Management held 134 positions worth $2.66B, down 2.4% from $2.72B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management withdrew a net $87M in Q2 2024, closing 11 positions and reducing 39 holdings. Its most notable exit was State Street SPDR S&P 400 Mid Cap Growth ETF, an estimated $3.69M position sold in full.

By sector, the portfolio is most concentrated in Technology at 0.02% of assets, up from 0.01% a quarter earlier.

Against the trend, SigFig Wealth Management opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund worth $1.22M.

  • SigFig Wealth Management's largest Q2 2024 buy was WisdomTree International Hedged Quality Dividend Growth Fund: 26,862 shares worth $1.22M.
  • SigFig Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024, an estimated $7.27M increase.
  • SigFig Wealth Management's biggest Q2 2024 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $47.4M.
  • SigFig Wealth Management fully exited State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024, selling an estimated $3.69M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.66B portfolio in Q2 2024.
  • SigFig Wealth Management opened 7 new positions and closed 11 in Q2 2024.
  • SigFig Wealth Management's portfolio value fell 2.4% quarter-over-quarter to $2.66B.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.