SWM
SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
+0.64%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$4B
AUM Growth
+$232M
(+6.2%)
Cap. Flow
+$222M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
154
New
12
Increased
77
Reduced
60
Closed
4
Avg Time Held
4.1
years
Top 10 Avg Time Held
5.1
years
Top 20 Avg Time Held
4.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$142M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$63M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$42.2M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$24.9M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$11.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$66M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$11.9M |
| 3 |
iShares MBS ETF
MBB
|
+$6.51M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$5.25M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.98% |
| 2 | Technology | 0.02% |
| 3 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares International Equity Factor ETF
INTF
$3.66B
| $4.74M | 0.12% |
114,138
-1,051
| -0.9% | -$44.4K |
2020 Q2
25 quarters
|
|
52
iShares 10-20 Year Treasury Bond ETF
TLH
$11.4B
| $4.58M | 0.11% |
49,689
+2,208
| +5% | +$214K |
2023 Q4
11 quarters
|
|
53
iShares Systematic Alternatives Active ETF
IALT
$5.66B
| $4.56M | 0.11% |
152,769
+4,891
| +3% | +$142K |
2026 Q2
1 quarter
|
|
54
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $4.46M | 0.11% |
54,867
-2,846
| -5% | -$233K |
2017 Q4
35 quarters
|
|
55
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $4.36M | 0.11% |
12,388
-327
| -3% | -$114K |
2018 Q4
31 quarters
|
|
56
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
| $4.28M | 0.11% |
90,356
+10,301
| +13% | +$508K |
2021 Q1
22 quarters
|
|
57
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.8B
| $4.19M | 0.1% |
73,869
+23,841
| +48% | +$1.38M |
2024 Q4
7 quarters
|
|
58
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
| $3.87M | 0.1% |
194,816
+4,183
| +2% | +$87.9K |
2016 Q4
39 quarters
|
|
59
iShares Russell Top 200 Value ETF
IWX
$3.36B
| $3.84M | 0.1% |
+35,039
| New | +$3.88M |
2026 Q3
0 quarters
|
|
60
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.07B
| $3.73M | 0.09% |
74,478
+5,969
| +9% | +$299K |
2026 Q2
1 quarter
|
|
61
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.51B
| $3.73M | 0.09% |
144,119
-11,475
| -7% | -$285K |
2022 Q2
17 quarters
|
|
62
iShares Russell Top 200 Growth ETF
IWY
$16.5B
| $3.71M | 0.09% |
+12,589
| New | +$3.61M |
2026 Q3
0 quarters
|
|
63
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.18B
| $3.63M | 0.09% |
44,425
-609
| -1% | -$49.8K |
2022 Q2
17 quarters
|
|
64
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.1B
| $3.55M | 0.09% |
113,681
-3,641
| -3% | -$119K |
2026 Q1
2 quarters
|
|
65
iShares ESG Aware MSCI USA ETF
ESGU
$18B
| $3.41M | 0.09% |
20,459
-1,306
| -6% | -$217K |
2020 Q1
26 quarters
|
|
66
iShares U.S. Thematic Rotation Active ETF
THRO
$7.42B
| $3.4M | 0.09% |
77,396
+2,528
| +3% | +$110K |
2025 Q1
6 quarters
|
|
67
iShares MSCI EAFE Value ETF
EFV
$30.2B
| $3.36M | 0.08% |
42,505
-1,315
| -3% | -$106K |
2021 Q1
22 quarters
|
|
68
WisdomTree International Quality Dividend Growth Fund
IQDG
$678M
| $3.28M | 0.08% |
77,084
+2,225
| +3% | +$97.3K |
2025 Q3
4 quarters
|
|
69
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.68B
| $3.22M | 0.08% |
137,380
+28,115
| +26% | +$694K |
2024 Q2
9 quarters
|
|
70
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.07B
| $3.07M | 0.08% |
105,583
-781
| -0.7% | -$22.7K |
2019 Q2
29 quarters
|
|
71
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $3.03M | 0.08% |
126,962
+3,877
| +3% | +$93.2K |
2018 Q1
34 quarters
|
|
72
iShares TIPS Bond ETF
TIP
$14.3B
| $3.01M | 0.08% |
28,919
-593
| -2% | -$63.4K |
2016 Q4
39 quarters
|
|
73
Fidelity MSCI Real Estate Index ETF
FREL
$1.39B
| $2.95M | 0.07% |
108,480
-4,804
| -4% | -$141K |
2016 Q4
39 quarters
|
|
74
iShares National Muni Bond ETF
MUB
$48.8B
| $2.82M | 0.07% |
27,847
+6,612
| +31% | +$694K |
2018 Q1
34 quarters
|
|
75
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $2.75M | 0.07% |
38,186
-15,512
| -29% | -$1.17M |
2023 Q2
13 quarters
|
|
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SigFig Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, SigFig Wealth Management held 154 positions worth $4B, up 6.2% from $3.77B the previous quarter. Its ten largest holdings account for 69% of the portfolio.
SigFig Wealth Management deployed $222M of net new capital in Q3 2026, opening 12 new positions and adding to 77 existing holdings. Its largest new stake was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap ETF, an estimated $66M trimmed.
- SigFig Wealth Management's largest Q3 2026 buy was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
- SigFig Wealth Management added most to Schwab US Large- Cap ETF in Q3 2026, an estimated $142M increase.
- SigFig Wealth Management's biggest Q3 2026 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $66M.
- SigFig Wealth Management fully exited iShares MBS ETF in Q3 2026, selling an estimated $6.51M.
- SigFig Wealth Management's ten largest holdings make up 69% of its $4B portfolio in Q3 2026.
- SigFig Wealth Management opened 12 new positions and closed 4 in Q3 2026.
- SigFig Wealth Management's portfolio value rose 6.2% quarter-over-quarter to $4B.
Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.