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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+7.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
+$34.2M
Cap. Flow %
1.13%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$11.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.12M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.96M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.89M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$5.25M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

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
$981M
$17.2M 0.57%
231,283
-444
-0.2% -$31.4K
SPMO icon
27
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$14.4M 0.48%
128,364
+38,914
+44% +$3.88M
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$13.9M 0.46%
281,483
+1,873
+0.7% +$86.9K
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$42.8B
$13.9M 0.46%
584,815
+15,904
+3% +$350K
SPEM icon
30
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$13.8M 0.46%
323,023
-17,059
-5% -$688K
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$82.2B
$13.1M 0.43%
265,554
-34,640
-12% -$1.7M
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.6B
$12.4M 0.41%
157,488
+1,584
+1% +$124K
SPAB icon
33
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$12.4M 0.41%
484,543
+29,850
+7% +$755K
SCHF icon
34
Schwab International Equity ETF
SCHF
$65.9B
$11.9M 0.4%
541,624
-25,282
-4% -$526K
ESGE icon
35
iShares ESG Aware MSCI EM ETF
ESGE
$6.53B
$11.6M 0.38%
297,302
+4,127
+1% +$149K
SCHE icon
36
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$11.4M 0.38%
379,446
-10,258
-3% -$290K
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$10.6M 0.35%
255,762
+16,849
+7% +$652K
SPYG icon
38
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$10.3M 0.34%
108,452
+56,985
+111% +$4.89M
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$10.2M 0.34%
56,371
+1,271
+2% +$219K
SCHZ icon
40
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$10.2M 0.34%
441,479
-1,065
-0.2% -$24.4K
HYXF icon
41
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$9.85M 0.33%
208,110
+4,391
+2% +$204K
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$28.3B
$9.66M 0.32%
152,124
+44,345
+41% +$2.71M
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$72.2B
$9.3M 0.31%
84,919
-9,561
-10% -$946K
DYNF icon
44
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$9.23M 0.31%
170,274
-207
-0.1% -$10.4K
BIV icon
45
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$8.91M 0.29%
115,603
+3,688
+3% +$281K
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$655B
$7.94M 0.26%
26,260
-517
-2% -$145K
IVE icon
47
iShares S&P 500 Value ETF
IVE
$49.1B
$7.92M 0.26%
40,768
+5,477
+16% +$1.02M
SMMD icon
48
iShares Russell 2500 ETF
SMMD
$3.57B
$6.42M 0.21%
95,048
+25,551
+37% +$1.62M
BND icon
49
Vanguard Total Bond Market
BND
$158B
$6.37M 0.21%
86,791
-2,256
-3% -$164K
VTV icon
50
Vanguard Value ETF
VTV
$189B
$6.3M 0.21%
35,684
+919
+3% +$155K
1
2
3 4 5

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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 Q2 2025 Portfolio in Review

As of Q2 2025, SigFig Wealth Management held 137 positions worth $3.02B, up 9.2% from $2.77B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management's Q2 2025 filing shows 10 new, 74 increased, 49 reduced and 4 closed positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M. The largest sale was iShares Core S&P 500 ETF, an estimated $18.5M.

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 Q2 2025 buy was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q2 2025, an estimated $11.1M increase.
  • SigFig Wealth Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $18.5M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2025, selling an estimated $5.71M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $3.02B portfolio in Q2 2025.
  • SigFig Wealth Management opened 10 new positions and closed 4 in Q2 2025.
  • SigFig Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $3.02B.

Based on SigFig Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.