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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

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
$118B
$14.5M 0.43%
268,704
-1,671
-0.6% -$90.8K
SPAB icon
27
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.79B
$13.8M 0.41%
533,811
+25,391
+5% +$657K
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$82.1B
$13.7M 0.41%
283,807
+16,743
+6% +$827K
SPEM icon
29
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$13.7M 0.41%
291,685
-16,664
-5% -$784K
SCHB icon
30
Schwab US Broad Market ETF
SCHB
$42.7B
$13.7M 0.41%
515,373
-13,251
-3% -$345K
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.36B
$13.3M 0.4%
302,215
+1,356
+0.5% +$59.8K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$44.7B
$13.1M 0.39%
165,762
+7,563
+5% +$597K
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.1B
$12.7M 0.38%
118,560
+5,078
+4% +$538K
DYNF icon
34
BlackRock US Equity Factor Rotation ETF
DYNF
$37.8B
$12.3M 0.37%
202,830
+3,357
+2% +$202K
IVE icon
35
iShares S&P 500 Value ETF
IVE
$49.5B
$12M 0.36%
56,540
+14,227
+34% +$2.98M
HYXF icon
36
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$11.3M 0.34%
239,468
+9,660
+4% +$456K
SCHF icon
37
Schwab International Equity ETF
SCHF
$65.5B
$11.2M 0.34%
464,507
-19,698
-4% -$468K
SCHZ icon
38
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$11M 0.33%
469,825
+43,406
+10% +$1.02M
SCHE icon
39
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$10.9M 0.33%
331,347
-7,460
-2% -$249K
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$71.6B
$10.2M 0.3%
82,850
+2,015
+2% +$247K
SMMD icon
41
iShares Russell 2500 ETF
SMMD
$3.56B
$9.96M 0.3%
132,871
+22,375
+20% +$1.67M
ESML icon
42
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.81B
$9.1M 0.27%
197,887
-2,609
-1% -$119K
BIV icon
43
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$8.9M 0.27%
114,266
+230
+0.2% +$18K
OEF icon
44
iShares S&P 100 ETF
OEF
$19.8B
$8.6M 0.26%
25,086
+390
+2% +$132K
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$28.4B
$8.45M 0.25%
118,268
-8,067
-6% -$561K
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$653B
$8.03M 0.24%
23,744
-920
-4% -$306K
VTV icon
47
Vanguard Value ETF
VTV
$189B
$7.16M 0.21%
37,479
+3,362
+10% +$632K
TLH icon
48
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$6.45M 0.19%
63,485
-2,512
-4% -$259K
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.4M 0.19%
136,044
+3,055
+2% +$144K
BND icon
50
Vanguard Total Bond Market
BND
$158B
$6.19M 0.18%
83,599
-55
-0.1% -$4.09K
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 Q4 2025 Portfolio in Review

As of Q4 2025, SigFig Wealth Management held 146 positions worth $3.35B, up 3.7% from $3.23B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2025 filing shows 8 new, 86 increased, 42 reduced and 9 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M. The largest sale was Invesco S&P 500 Momentum ETF, an estimated $5.46M.

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 Q4 2025 buy was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $16.6M increase.
  • SigFig Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $3.39M.
  • SigFig Wealth Management fully exited Invesco S&P 500 Momentum ETF in Q4 2025, selling an estimated $5.46M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.35B portfolio in Q4 2025.
  • SigFig Wealth Management opened 8 new positions and closed 9 in Q4 2025.
  • SigFig Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $3.35B.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.