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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
+5.29%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
+$44M
Cap. Flow %
1.36%
Top 10 Hldgs %
66.41%
Holding
140
New
7
Increased
71
Reduced
59
Closed
2

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$105M
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$33.9M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.1M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.2M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$107M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$9.68M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$14.6M 0.45%
270,375
-11,108
-4% -$572K
SPEM icon
27
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.8B
$14.3M 0.44%
308,349
-14,674
-5% -$652K
SCHB icon
28
Schwab US Broad Market ETF
SCHB
$42.7B
$13.5M 0.42%
528,624
-56,191
-10% -$1.39M
BNDX icon
29
Vanguard Total International Bond ETF
BNDX
$82.1B
$13.2M 0.41%
267,064
+1,510
+0.6% +$74.5K
SPAB icon
30
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.79B
$13.1M 0.41%
508,420
+23,877
+5% +$611K
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.34B
$13M 0.4%
300,859
+3,557
+1% +$145K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.6B
$12.5M 0.39%
158,199
+711
+0.5% +$55.9K
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50B
$11.8M 0.37%
113,482
+5,030
+5% +$501K
DYNF icon
34
BlackRock US Equity Factor Rotation ETF
DYNF
$37.8B
$11.8M 0.36%
199,473
+29,199
+17% +$1.66M
SCHF icon
35
Schwab International Equity ETF
SCHF
$65.3B
$11.2M 0.35%
484,205
-57,419
-11% -$1.3M
SCHE icon
36
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$11.2M 0.35%
338,807
-40,639
-11% -$1.28M
HYXF icon
37
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$10.9M 0.34%
229,808
+21,698
+10% +$1.03M
SCHZ icon
38
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$9.99M 0.31%
426,419
-15,060
-3% -$350K
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$71.4B
$9.71M 0.3%
80,835
-4,084
-5% -$470K
ESML icon
40
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$9.02M 0.28%
200,496
-55,266
-22% -$2.4M
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$8.99M 0.28%
46,473
-9,898
-18% -$1.86M
BIV icon
42
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$8.91M 0.28%
114,036
-1,567
-1% -$121K
IVE icon
43
iShares S&P 500 Value ETF
IVE
$49.5B
$8.71M 0.27%
42,313
+1,545
+4% +$310K
EFV icon
44
iShares MSCI EAFE Value ETF
EFV
$28.3B
$8.54M 0.26%
126,335
-25,789
-17% -$1.7M
OEF icon
45
iShares S&P 100 ETF
OEF
$19.7B
$8.19M 0.25%
24,696
+11,420
+86% +$3.63M
SMMD icon
46
iShares Russell 2500 ETF
SMMD
$3.57B
$8.14M 0.25%
110,496
+15,448
+16% +$1.1M
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$653B
$8.04M 0.25%
24,664
-1,596
-6% -$504K
TLH icon
48
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$6.81M 0.21%
65,997
+11,046
+20% +$1.12M
VTV icon
49
Vanguard Value ETF
VTV
$190B
$6.34M 0.2%
34,117
-1,567
-4% -$284K
VMBS icon
50
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.25M 0.19%
132,989
-333
-0.2% -$15.5K
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 Q3 2025 Portfolio in Review

As of Q3 2025, SigFig Wealth Management held 140 positions worth $3.23B, up 7% from $3.02B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2025 filing shows 7 new, 71 increased, 59 reduced and 2 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M. The largest sale was Vanguard Extended Market ETF, an estimated $107M.

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

  • SigFig Wealth Management's largest Q3 2025 buy was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q3 2025, an estimated $105M increase.
  • SigFig Wealth Management's biggest Q3 2025 reduction was Vanguard Extended Market ETF, cutting an estimated $107M.
  • SigFig Wealth Management fully exited WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025, selling an estimated $2.16M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.23B portfolio in Q3 2025.
  • SigFig Wealth Management opened 7 new positions and closed 2 in Q3 2025.
  • SigFig Wealth Management's portfolio value rose 7% quarter-over-quarter to $3.23B.

Based on SigFig Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.