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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
-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
SCHZ icon
51
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$5.48M 0.2%
442,544
+15,425
+4% +$353K
SCHE icon
52
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$5.47M 0.2%
389,704
+11,352
+3% +$311K
IWB icon
53
iShares Russell 1000 ETF
IWB
$47.9B
$5.25M 0.19%
17,123
-689
-4% -$223K
MBB icon
54
iShares MBS ETF
MBB
$39.1B
$5.22M 0.19%
55,740
-8,196
-13% -$758K
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$4.45M 0.16%
53,243
-136
-0.3% -$11.2K
SMMD icon
56
iShares Russell 2500 ETF
SMMD
$3.56B
$4.35M 0.16%
69,497
+17,359
+33% +$1.17M
EFG icon
57
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$4.16M 0.15%
41,240
-30,895
-43% -$3.15M
BINC icon
58
BlackRock Flexible Income ETF
BINC
$16.1B
$4.15M 0.15%
79,194
+871
+1% +$45.6K
SPYG icon
59
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51B
$4.12M 0.15%
51,467
-162,828
-76% -$14.2M
TLH icon
60
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$3.75M 0.14%
36,343
+32,854
+942% +$3.33M
INTF icon
61
iShares International Equity Factor ETF
INTF
$3.65B
$3.7M 0.13%
118,953
-342
-0.3% -$10.4K
BCI icon
62
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$3.51M 0.13%
164,852
-3,696
-2% -$77.2K
VV icon
63
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$3.25M 0.12%
12,707
+483
+4% +$131K
TIP icon
64
iShares TIPS Bond ETF
TIP
$14.5B
$3.24M 0.12%
29,366
+606
+2% +$65.8K
SPTS icon
65
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$3.04M 0.11%
100,875
-3,817
-4% -$111K
LCTU icon
66
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$3M 0.11%
49,723
-1,326
-3% -$85K
IYW icon
67
iShares US Technology ETF
IYW
$23.5B
$2.99M 0.11%
21,271
+529
+3% +$82.4K
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$2.96M 0.11%
108,858
+936
+0.9% +$25.7K
EMXC icon
69
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$2.92M 0.11%
52,840
-12,865
-20% -$722K
MUB icon
70
iShares National Muni Bond ETF
MUB
$45.2B
$2.82M 0.1%
26,597
+2,125
+9% +$226K
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.62M 0.09%
45,038
+1,170
+3% +$72.7K
OEF icon
72
iShares S&P 100 ETF
OEF
$19.9B
$2.51M 0.09%
9,321
+8,432
+948% +$2.42M
PCY icon
73
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$2.37M 0.09%
189,175
+4,364
+2% +$88.3K
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$2.3M 0.08%
11,455
+628
+6% +$134K
IAU icon
75
iShares Gold Trust
IAU
$63.8B
$2.27M 0.08%
39,070
+21,016
+116% +$1.14M
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.