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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 Morningstar 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
BND icon
51
Vanguard Total Bond Market
BND
$158B
$6.22M 0.19%
83,654
-3,137
-4% -$231K
IWB icon
52
iShares Russell 1000 ETF
IWB
$47.1B
$6.16M 0.19%
16,946
-394
-2% -$139K
VXF icon
53
Vanguard Extended Market ETF
VXF
$30B
$6.02M 0.19%
28,680
-528,248
-95% -$107M
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.74B
$6M 0.19%
84,448
-299
-0.4% -$20.8K
MBB icon
55
iShares MBS ETF
MBB
$39.1B
$5.57M 0.17%
58,506
+3,102
+6% +$291K
SPMO icon
56
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$5.46M 0.17%
45,259
-83,105
-65% -$9.68M
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.1B
$4.6M 0.14%
86,363
+5,758
+7% +$305K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.52M 0.14%
54,504
+2,695
+5% +$223K
BAI
59
iShares A.I. Innovation and Tech Active ETF
BAI
$11.4B
$4.48M 0.14%
131,466
+80,801
+159% +$2.55M
INTF icon
60
iShares International Equity Factor ETF
INTF
$3.55B
$4.32M 0.13%
120,792
-2,857
-2% -$100K
THRO
61
iShares U.S. Thematic Rotation Active ETF
THRO
$6.22B
$4.27M 0.13%
113,216
+393
+0.3% +$14.4K
BCI icon
62
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$4.11M 0.13%
190,767
-243
-0.1% -$5.1K
IWY icon
63
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$3.93M 0.12%
+14,460
New +$3.74M
IAGG icon
64
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$3.85M 0.12%
74,990
+5,707
+8% +$292K
PCY icon
65
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$3.79M 0.12%
176,639
-18,426
-9% -$385K
VV icon
66
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$3.75M 0.12%
12,216
-1,505
-11% -$446K
LCTU icon
67
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$3.72M 0.11%
51,391
-354
-0.7% -$24.7K
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$121B
$3.67M 0.11%
56,254
-415
-0.7% -$26.7K
ESGU icon
69
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$3.57M 0.11%
24,574
+6,235
+34% +$873K
SPHY icon
70
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$3.54M 0.11%
147,732
+25,395
+21% +$603K
IAU icon
71
iShares Gold Trust
IAU
$62.8B
$3.3M 0.1%
45,800
+17,000
+59% +$1.11M
TIP icon
72
iShares TIPS Bond ETF
TIP
$14.5B
$3.23M 0.1%
29,082
+738
+3% +$81.5K
FREL icon
73
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$2.93M 0.09%
105,849
+112
+0.1% +$3.08K
PXH icon
74
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$2.89M 0.09%
113,861
-3,591
-3% -$87.6K
MTUM icon
75
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$2.8M 0.09%
10,960
-15,425
-58% -$3.78M
1 2
3
4 5

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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 Morningstar 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.