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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
-1.96%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.76B
AUM Growth
+$8.11M
Cap. Flow
+$62.5M
Cap. Flow %
2.26%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
79
Reduced
33
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.5M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.94M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.9M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M
4
HDV
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.99%
2 Technology 0.01%
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
$449M 16.25%
3,479,498
-21,116
-0.6% -$2.73M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$293M 10.6%
3,022,430
+116,296
+4% +$11.5M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$216M 7.81%
1,866,109
-17,152
-0.9% -$1.99M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$181M 6.55%
4,001,702
+65,245
+2% +$2.99M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$151M 5.47%
4,527,786
+228,582
+5% +$7.9M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$120M 4.33%
1,973,566
-2,526
-0.1% -$153K
VXF icon
7
Vanguard Extended Market ETF
VXF
$31.3B
$116M 4.21%
611,608
-22,178
-3% -$4.28M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$105M 3.81%
3,291,658
+72,940
+2% +$2.47M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$195B
$86.8M 3.14%
1,238,180
+48,075
+4% +$3.55M
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.01B
$84.1M 3.04%
6,503,133
+510,072
+9% +$6.88M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$81.2M 2.94%
706,015
+988
+0.1% +$118K
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$80.7M 2.92%
2,195,409
+53,443
+2% +$1.99M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$68.4M 2.48%
1,311,960
+32,622
+3% +$1.81M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$63M 2.28%
707,297
+18,518
+3% +$1.69M
VOO icon
15
Vanguard S&P 500 ETF
VOO
$1.03T
$35.9M 1.3%
66,414
-407
-0.6% -$220K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$898B
$33.2M 1.2%
56,142
-16,723
-23% -$9.9M
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$32.4M 1.17%
649,148
+25,661
+4% +$1.3M
EAGG icon
18
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
$29.2M 1.06%
627,970
+46,278
+8% +$2.19M
VO icon
19
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$27M 0.98%
409,600
+90,704
+28% +$6.16M
USSG icon
20
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$595M
$26.9M 0.97%
496,000
+24,435
+5% +$1.34M
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$238B
$26.6M 0.96%
557,629
+20,011
+4% +$1M
EUSB icon
22
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$22.8M 0.82%
535,241
+29,643
+6% +$1.28M
SPTM icon
23
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$22.5M 0.81%
355,153
-37,236
-9% -$2.68M
SPYG icon
24
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$19M 0.69%
214,295
+169,814
+382% +$14.7M
SPDW icon
25
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$18.4M 0.66%
542,592
+26,896
+5% +$963K
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 2024 Portfolio in Review

As of Q4 2024, SigFig Wealth Management held 129 positions worth $2.76B, up 0.29% from $2.75B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q4 2024 filing shows 11 new, 79 increased, 33 reduced and 5 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M. The largest sale was iShares Core S&P 500 ETF, an estimated $9.9M.

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 2024 buy was iShares Russell Top 200 Growth ETF: 38,948 shares worth $9.24M.
  • SigFig Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024, an estimated $14.7M increase.
  • SigFig Wealth Management's biggest Q4 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.9M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q4 2024, selling an estimated $7.31M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.76B portfolio in Q4 2024.
  • SigFig Wealth Management opened 11 new positions and closed 5 in Q4 2024.
  • SigFig Wealth Management's portfolio value rose 0.29% quarter-over-quarter to $2.76B.

Based on SigFig Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.