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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
+6.02%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$107M
Cap. Flow
+$53M
Cap. Flow %
2.63%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.3M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.97M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$6.59M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.37M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.87M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.87M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.5M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.98%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$316M 15.66%
3,677,355
+81,639
+2% +$6.97M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$229M 11.38%
2,348,296
+30,267
+1% +$2.93M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$147M 7.31%
1,933,267
+32,299
+2% +$2.47M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$133M 6.61%
3,013,742
+111,318
+4% +$4.98M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$113M 5.6%
3,921,520
+9,971
+0.3% +$275K
VXF icon
6
Vanguard Extended Market ETF
VXF
$31.3B
$85M 4.22%
631,716
+47,047
+8% +$6.37M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$81.1M 4.02%
2,863,727
+58,742
+2% +$1.61M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$3.71B
$78.4M 3.89%
2,010,406
+31,307
+2% +$1.22M
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$110B
$69.8M 3.47%
722,800
+6,629
+0.9% +$636K
EMB icon
10
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$69.2M 3.44%
810,686
+10,905
+1% +$901K
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.01B
$63.2M 3.13%
4,272,604
+395,524
+10% +$6.59M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$195B
$61.6M 3.06%
981,257
-10,016
-1% -$589K
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$58M 2.88%
1,678,659
+34,580
+2% +$1.2M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$55M 2.73%
1,168,313
+36,764
+3% +$1.67M
SPTM icon
15
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$34.3M 1.7%
625,399
-8,924
-1% -$424K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$898B
$28.8M 1.43%
75,086
-30,466
-29% -$11.8M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.03T
$25.3M 1.26%
62,769
+1,842
+3% +$651K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$238B
$23.2M 1.15%
508,187
+16,110
+3% +$653K
SPDW icon
19
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$20.7M 1.03%
624,597
-43,610
-7% -$1.25M
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$20.6M 1.02%
549,532
-11,563
-2% -$375K
SPAB icon
21
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$17.6M 0.87%
608,089
-6,630
-1% -$166K
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$16.3M 0.81%
125,316
-17,538
-12% -$1.5M
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$82.5B
$12.4M 0.61%
229,005
-2,869
-1% -$138K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$11.4M 0.56%
260,645
-1,652
-0.6% -$63K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$44.7B
$11.3M 0.56%
639,510
-9,810
-2% -$147K
1
2 3 4 5

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q4 2022 Portfolio in Review

As of Q4 2022, SigFig Wealth Management held 107 positions worth $2.01B, up 5.6% from $1.91B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2022 filing shows 10 new, 55 increased, 40 reduced and 1 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M. The largest sale was iShares Core S&P 500 ETF, an estimated $11.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.

  • SigFig Wealth Management's largest Q4 2022 buy was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q4 2022, an estimated $6.97M increase.
  • SigFig Wealth Management's biggest Q4 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $11.8M.
  • SigFig Wealth Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022, selling an estimated $419K.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.01B portfolio in Q4 2022.
  • SigFig Wealth Management opened 10 new positions and closed 1 in Q4 2022.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.01B.

Based on SigFig Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.