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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
MTUM icon
51
iShares MSCI USA Momentum Factor ETF
MTUM
$24.1B
$6.27M 0.21%
26,385
+14,930
+130% +$3.26M
VMBS icon
52
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.16M 0.2%
133,322
+1,277
+1% +$58.4K
IWB icon
53
iShares Russell 1000 ETF
IWB
$47.6B
$5.85M 0.19%
17,340
+217
+1% +$68.1K
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.79B
$5.84M 0.19%
84,747
+1,196
+1% +$81.6K
TLH icon
55
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$5.54M 0.18%
54,951
+18,608
+51% +$1.87M
MBB icon
56
iShares MBS ETF
MBB
$39.2B
$5.18M 0.17%
55,404
-336
-0.6% -$31.1K
VTEB icon
57
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$4.7M 0.16%
95,996
-35,000
-27% -$1.71M
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.29M 0.14%
51,809
-1,434
-3% -$118K
BINC icon
59
BlackRock Flexible Income ETF
BINC
$16.1B
$4.25M 0.14%
80,605
+1,411
+2% +$73.5K
INTF icon
60
iShares International Equity Factor ETF
INTF
$3.56B
$4.23M 0.14%
123,649
+4,696
+4% +$152K
EFG icon
61
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$4.11M 0.14%
36,810
-4,430
-11% -$467K
OEF icon
62
iShares S&P 100 ETF
OEF
$19.7B
$4.02M 0.13%
13,276
+3,955
+42% +$1.1M
THRO
63
iShares U.S. Thematic Rotation Active ETF
THRO
$6.3B
$3.99M 0.13%
112,823
+105,570
+1,456% +$3.48M
BCI icon
64
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.93B
$3.99M 0.13%
191,010
+26,158
+16% +$543K
PCY icon
65
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$3.95M 0.13%
195,065
+5,890
+3% +$117K
VV icon
66
Vanguard Large-Cap ETF
VV
$51.7B
$3.9M 0.13%
13,721
+1,014
+8% +$267K
IAGG icon
67
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$3.54M 0.12%
+69,283
New +$3.51M
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$123B
$3.51M 0.12%
56,669
+11,631
+26% +$683K
LCTU icon
69
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$3.46M 0.11%
51,745
+2,022
+4% +$125K
IYW icon
70
iShares US Technology ETF
IYW
$22.6B
$3.23M 0.11%
18,791
-2,480
-12% -$376K
TIP icon
71
iShares TIPS Bond ETF
TIP
$14.5B
$3.11M 0.1%
28,344
-1,022
-3% -$111K
SPHY icon
72
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$2.9M 0.1%
122,337
+32,727
+37% +$762K
VB icon
73
Vanguard Small-Cap ETF
VB
$79.7B
$2.86M 0.09%
12,059
+1,894
+19% +$423K
FREL icon
74
Fidelity MSCI Real Estate Index ETF
FREL
$1.54B
$2.84M 0.09%
105,737
-3,121
-3% -$83.4K
SPTS icon
75
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$2.81M 0.09%
96,106
-4,769
-5% -$139K
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 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.