We are live on ! Find out more
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
USMV icon
101
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$653K 0.02%
8,362
-50,539
-86% -$3.77M
SCHH icon
102
Schwab US REIT ETF
SCHH
$11.7B
$638K 0.02%
37,631
+1,764
+5% +$32.8K
VWOB icon
103
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$599K 0.02%
9,404
-245
-3% -$14.8K
DGRO icon
104
iShares Core Dividend Growth ETF
DGRO
$42.8B
$597K 0.02%
11,098
+1,474
+15% +$74.7K
HYG icon
105
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$563K 0.02%
7,276
-661
-8% -$49.3K
LCTD icon
106
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$488K 0.02%
11,167
+2,722
+32% +$112K
VYM icon
107
Vanguard High Dividend Yield ETF
VYM
$80.8B
$483K 0.02%
4,330
+233
+6% +$24.5K
JHMM icon
108
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$477K 0.02%
9,066
+875
+11% +$42.2K
JHEM icon
109
John Hancock Multifactor Emerging Markets ETF
JHEM
$949M
$413K 0.02%
16,223
+717
+5% +$17.3K
JHMD icon
110
John Hancock Multifactor Developed International ETF
JHMD
$947M
$396K 0.02%
12,132
-125
-1% -$3.82K
AAPL icon
111
Apple
AAPL
$4.97T
$395K 0.02%
2,080
-120
-5% -$22.2K
EEM icon
112
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$365K 0.01%
9,080
-5,140
-36% -$198K
TLH icon
113
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$332K 0.01%
+3,068
New +$307K
SUB icon
114
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$260K 0.01%
2,463
-2,444
-50% -$254K
SMMD icon
115
iShares Russell 2500 ETF
SMMD
$3.53B
$227K 0.01%
+3,642
New +$202K
JHSC icon
116
John Hancock Multifactor Small Cap ETF
JHSC
$718M
$213K 0.01%
+5,823
New +$192K
ESGD icon
117
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
– –
-8,764
Closed -$606K
PKW icon
118
Invesco BuyBack Achievers ETF
PKW
$1.72B
– –
-70,527
Closed -$6.35M
1 2 3 4
5

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 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.