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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EAGG icon
76
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
$2.34M 0.06%
49,186
+10,502
+27% +$498K
MUB icon
77
iShares National Muni Bond ETF
MUB
$45.5B
$2.29M 0.06%
21,235
+1,958
+10% +$209K
XMMO icon
78
Invesco S&P MidCap Momentum ETF
XMMO
$7.23B
$2.27M 0.06%
13,574
+367
+3% +$59.9K
SPSM icon
79
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$2.1M 0.06%
+36,714
New +$1.96M
USXF icon
80
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$1.92M 0.05%
28,043
-1,545
-5% -$100K
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$57.1B
$1.9M 0.05%
17,285
-774
-4% -$81.4K
BINC icon
82
BlackRock Flexible Income ETF
BINC
$16.6B
$1.89M 0.05%
36,135
-38,040
-51% -$1.99M
IJS icon
83
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$1.79M 0.05%
13,144
-763
-5% -$98.4K
VB icon
84
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$1.72M 0.05%
5,702
-149
-3% -$42.7K
SCHP icon
85
Schwab US TIPS ETF
SCHP
$16.5B
$1.68M 0.04%
63,295
+1,378
+2% +$36.8K
VTEI icon
86
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.53B
$1.68M 0.04%
16,637
+1,438
+9% +$145K
SUSC icon
87
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$1.67M 0.04%
71,806
-26,648
-27% -$616K
SPIP icon
88
State Street SPDR Portfolio TIPS ETF
SPIP
$1.02B
$1.48M 0.04%
57,557
-1,022
-2% -$26.5K
RGLO
89
Russell Investments Global Equity ETF
RGLO
$357M
$1.47M 0.04%
45,583
-1,467
-3% -$46.5K
JHML icon
90
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
$1.45M 0.04%
16,386
-126
-0.8% -$10.8K
USRT icon
91
iShares Core US REIT ETF
USRT
$4.59B
$1.44M 0.04%
21,243
-608
-3% -$39.2K
IAU icon
92
iShares Gold Trust
IAU
$66.1B
$1.43M 0.04%
18,924
+2,364
+14% +$201K
ESGE icon
93
iShares ESG Aware MSCI EM ETF
ESGE
$6.9B
$1.38M 0.04%
25,545
-5,885
-19% -$308K
SYSB
94
iShares Systematic Bond ETF
SYSB
$1.19B
$1.28M 0.03%
14,404
+880
+7% +$78K
SCHK icon
95
Schwab 1000 Index ETF
SCHK
$5.88B
$1.27M 0.03%
35,494
-3,034
-8% -$106K
VYMI icon
96
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$1.25M 0.03%
12,724
+1,294
+11% +$128K
EVUS icon
97
iShares ESG Aware MSCI USA Value ETF
EVUS
$385M
$1.14M 0.03%
32,519
+301
+0.9% +$10.3K
SCHH icon
98
Schwab US REIT ETF
SCHH
$11.3B
$1.08M 0.03%
44,919
+386
+0.9% +$9K
VYM icon
99
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.07M 0.03%
6,743
+689
+11% +$108K
LMUB
100
iShares Long-Term National Muni Bond ETF
LMUB
$1.59B
$1.05M 0.03%
20,591
+1,978
+11% +$100K
2 3
4
5 6

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, SigFig Wealth Management held 147 positions worth $3.77B, up 11% from $3.41B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q2 2026 filing shows 8 new, 72 increased, 61 reduced and 5 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M. The largest sale was iShares MSCI EAFE Value ETF, an estimated $5.02M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology.

  • SigFig Wealth Management's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.5M increase.
  • SigFig Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $5.02M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2026, selling an estimated $3.78M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.77B portfolio in Q2 2026.
  • SigFig Wealth Management opened 8 new positions and closed 5 in Q2 2026.
  • SigFig Wealth Management's portfolio value rose 11% quarter-over-quarter to $3.77B.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.