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
-0.59%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$40.7M
Cap. Flow %
1.47%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.5M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$8.07M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.88M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.77M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.14M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.2M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.24M
3
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.76M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMXF icon
26
iShares ESG Advanced MSCI EAFE ETF
DMXF
$967M
$15.7M 0.57%
231,727
-1,598
-0.7% -$108K
BNDX icon
27
Vanguard Total International Bond ETF
BNDX
$82B
$14.7M 0.53%
300,194
+1,553
+0.5% +$75.9K
SPEM icon
28
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$12.8M 0.46%
340,082
-14,971
-4% -$587K
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$12.5M 0.45%
279,610
-3,085
-1% -$139K
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$44.7B
$12.2M 0.44%
155,904
-994
-0.6% -$77.2K
SPAB icon
31
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$12.2M 0.44%
454,693
-435
-0.1% -$11K
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$10.3M 0.37%
293,175
+5,745
+2% +$200K
HYXF icon
33
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$9.44M 0.34%
203,719
+3,445
+2% +$160K
QUAL icon
34
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$9.35M 0.34%
55,100
+7,823
+17% +$1.4M
ESML icon
35
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.79B
$9.19M 0.33%
238,913
+11,630
+5% +$483K
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$42.3B
$8.83M 0.32%
568,911
+40,553
+8% +$923K
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$70.5B
$8.74M 0.32%
94,480
+254
+0.3% +$25.6K
BIV icon
38
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$8.55M 0.31%
111,915
-288
-0.3% -$21.7K
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$37.4B
$8.27M 0.3%
170,481
+2,405
+1% +$124K
SPMO icon
40
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$8.25M 0.3%
89,450
+33,046
+59% +$3.23M
IVE icon
41
iShares S&P 500 Value ETF
IVE
$49.1B
$6.66M 0.24%
35,291
+11,649
+49% +$2.25M
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$646B
$6.6M 0.24%
26,777
-1,187
-4% -$345K
BND icon
43
Vanguard Total Bond Market
BND
$158B
$6.53M 0.24%
89,047
-3,255
-4% -$236K
VTEB icon
44
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$6.49M 0.23%
130,996
-5,971
-4% -$299K
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$28.3B
$6.41M 0.23%
107,779
-26,428
-20% -$1.5M
SCHF icon
46
Schwab International Equity ETF
SCHF
$64.9B
$6.13M 0.22%
566,906
+14,528
+3% +$285K
VMBS icon
47
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$6.11M 0.22%
132,045
-1,008
-0.8% -$46.1K
VTV icon
48
Vanguard Morningstar Value ETF
VTV
$188B
$5.94M 0.21%
34,765
+1,116
+3% +$195K
BLV icon
49
Vanguard Long-Term Bond ETF
BLV
$5.74B
$5.85M 0.21%
83,551
-1,047
-1% -$72.7K
IWX icon
50
iShares Russell Top 200 Value ETF
IWX
$3.92B
$5.71M 0.21%
+70,194
New +$5.77M
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 Q1 2025 Portfolio in Review

As of Q1 2025, SigFig Wealth Management held 133 positions worth $2.77B, up 0.15% from $2.76B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q1 2025 filing shows 9 new, 79 increased, 38 reduced and 6 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $14.2M.

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

  • SigFig Wealth Management's largest Q1 2025 buy was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M.
  • SigFig Wealth Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $19.5M increase.
  • SigFig Wealth Management's biggest Q1 2025 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $14.2M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Growth ETF in Q1 2025, selling an estimated $9.24M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.77B portfolio in Q1 2025.
  • SigFig Wealth Management opened 9 new positions and closed 6 in Q1 2025.
  • SigFig Wealth Management's portfolio value rose 0.15% quarter-over-quarter to $2.77B.

Based on SigFig Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.