We are live on ! Find out more
SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-0.47%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
+$84.3M
Cap. Flow %
2.47%
Top 10 Hldgs %
71.12%
Holding
148
New
11
Increased
75
Reduced
53
Closed
9

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$60.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

Rank Stock Value
1
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$37.2M
2
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$37.1M
3
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
51
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$4.74M 0.14%
57,430
+1,464
+3% +$121K
INTF icon
52
iShares International Equity Factor ETF
INTF
$3.65B
$4.63M 0.14%
118,892
+778
+0.7% +$30.8K
MTUM icon
53
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$4.43M 0.13%
18,479
+3,028
+20% +$761K
THRO
54
iShares U.S. Thematic Rotation Active ETF
THRO
$6.37B
$4.4M 0.13%
121,444
+5,057
+4% +$193K
IAGG icon
55
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$4.13M 0.12%
82,528
+5,472
+7% +$275K
VV icon
56
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$3.99M 0.12%
13,350
+1,316
+11% +$412K
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.1B
$3.85M 0.11%
74,175
-14,159
-16% -$747K
PCY icon
58
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$3.85M 0.11%
184,022
+2,217
+1% +$47.8K
IJH icon
59
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.81M 0.11%
56,436
-1,565
-3% -$109K
IWX icon
60
iShares Russell Top 200 Value ETF
IWX
$3.96B
$3.78M 0.11%
40,777
-10,575
-21% -$1.01M
BCI icon
61
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$3.78M 0.11%
155,536
-25,213
-14% -$552K
VTEB icon
62
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$3.42M 0.1%
68,472
+13,067
+24% +$660K
TIP icon
63
iShares TIPS Bond ETF
TIP
$14.5B
$3.36M 0.1%
30,483
+321
+1% +$35.5K
LCTU icon
64
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$3.3M 0.1%
47,049
-4,114
-8% -$302K
BLCR icon
65
BlackRock Large Cap Core ETF
BLCR
$6.32B
$3.28M 0.1%
+79,877
New +$3.42M
IDEF
66
iShares Defense Industrials Active ETF
IDEF
$4.22B
$3.19M 0.09%
+97,437
New +$3.39M
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$3.15M 0.09%
22,286
+126
+0.6% +$18.6K
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$3.08M 0.09%
114,594
-1,480
-1% -$41.2K
PXH icon
69
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.92B
$3.04M 0.09%
112,888
+1,137
+1% +$31.1K
IQDG icon
70
WisdomTree International Quality Dividend Growth Fund
IQDG
$720M
$2.96M 0.09%
73,681
+5,105
+7% +$217K
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$2.94M 0.09%
121,068
+16
+0% +$389
PRF icon
72
Invesco FTSE RAFI US 1000 ETF
PRF
$9.78B
$2.45M 0.07%
51,593
+10,122
+24% +$492K
SPTS icon
73
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$2.44M 0.07%
83,635
-3,271
-4% -$95.7K
HYMB icon
74
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$2.29M 0.07%
92,438
+18,045
+24% +$453K
SUSC icon
75
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.28M 0.07%
98,454
+3,268
+3% +$76.4K
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 2026 Portfolio in Review

As of Q1 2026, SigFig Wealth Management held 148 positions worth $3.41B, up 1.7% from $3.35B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q1 2026 filing shows 11 new, 75 increased, 53 reduced and 9 closed positions. Its largest new stake was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M. The largest sale was Xtrackers MSCI USA ESG Leaders Equity ETF, an estimated $37.2M.

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 2026 buy was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $60.1M increase.
  • SigFig Wealth Management's biggest Q1 2026 reduction was iShares ESG Advanced MSCI USA ETF, cutting an estimated $37.1M.
  • SigFig Wealth Management fully exited Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2026, selling an estimated $37.2M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.41B portfolio in Q1 2026.
  • SigFig Wealth Management opened 11 new positions and closed 9 in Q1 2026.
  • SigFig Wealth Management's portfolio value rose 1.7% quarter-over-quarter to $3.41B.

Based on SigFig Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.