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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
+5.6%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.75B
AUM Growth
+$94.8M
Cap. Flow
-$42.2M
Cap. Flow %
-1.53%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$18.9M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$10.4M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.04M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.99M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$17M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$13.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.74M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
126
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
– –
-491,445
Closed -$31.5M
SPSM icon
127
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
– –
-19,425
Closed -$807K
SPY icon
128
State Street SPDR S&P 500 ETF Trust
SPY
$784B
– –
-1,019
Closed -$555K
VGSH icon
129
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
– –
-14,582
Closed -$846K
VONE icon
130
Vanguard Russell 1000 ETF
VONE
$8.22B
– –
-21,928
Closed -$5.4M
VTWO icon
131
Vanguard Russell 2000 ETF
VTWO
$17.4B
– –
-34,514
Closed -$2.83M
2 3 4 5
6

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DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
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SCA
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ACH
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GCC
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SB
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SigFig Wealth Management's Q3 2024 Portfolio in Review

As of Q3 2024, SigFig Wealth Management held 131 positions worth $2.75B, up 3.6% from $2.66B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2024 filing shows 8 new, 62 increased, 48 reduced and 13 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $31.5M.

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

  • SigFig Wealth Management's largest Q3 2024 buy was iShares Russell Top 200 Value ETF: 90,236 shares worth $7.31M.
  • SigFig Wealth Management added most to Vanguard Morningstar Mid-Cap ETF in Q3 2024, an estimated $18.9M increase.
  • SigFig Wealth Management's biggest Q3 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $17M.
  • SigFig Wealth Management fully exited State Street SPDR Portfolio S&P 500 ETF in Q3 2024, selling an estimated $31.5M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.75B portfolio in Q3 2024.
  • SigFig Wealth Management opened 8 new positions and closed 13 in Q3 2024.
  • SigFig Wealth Management's portfolio value rose 3.6% quarter-over-quarter to $2.75B.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.