SWM
SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
1-Year Est. Return
10.86%
This Fund
S&P 500
This Quarter
Est. Return
+0.64%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$4B
AUM Growth
+$232M
(+6.2%)
Cap. Flow
+$222M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
154
New
12
Increased
77
Reduced
60
Closed
4
Avg Time Held
4.1
years
Top 10 Avg Time Held
5.1
years
Top 20 Avg Time Held
4.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$142M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$63M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$42.2M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$24.9M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$11.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$66M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$11.9M |
| 3 |
iShares MBS ETF
MBB
|
+$6.51M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$5.25M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.98% |
| 2 | Technology | 0.02% |
| 3 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
| $2.54M | 0.06% |
17,365
-161
| -0.9% | -$23.2K |
2021 Q4
19 quarters
|
|
77
Invesco FTSE RAFI US 1000 ETF
PRF
$9.99B
| $2.53M | 0.06% |
46,482
-2,200
| -5% | -$122K |
2021 Q3
20 quarters
|
|
78
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
| $2.29M | 0.06% |
50,685
+1,499
| +3% | +$69.7K |
2022 Q2
17 quarters
|
|
79
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.14B
| $2.26M | 0.06% |
78,879
-3,448
| -4% | -$99.5K |
2018 Q1
34 quarters
|
|
80
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
| $1.9M | 0.05% |
27,978
-65
| -0.2% | -$4.41K |
2021 Q2
21 quarters
|
|
81
BlackRock Flexible Income ETF
BINC
$16.5B
| $1.81M | 0.05% |
35,648
-487
| -1% | -$25.2K |
2024 Q1
10 quarters
|
|
82
iShares S&P Small-Cap 600 Value ETF
IJS
$7.42B
| $1.69M | 0.04% |
13,186
+42
| +0.3% | +$5.7K |
2023 Q4
11 quarters
|
|
83
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.68B
| $1.69M | 0.04% |
17,695
+1,058
| +6% | +$104K |
2025 Q1
6 quarters
|
|
84
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.28B
| $1.6M | 0.04% |
73,033
+1,227
| +2% | +$27.8K |
2022 Q1
18 quarters
|
|
85
Schwab US TIPS ETF
SCHP
$16.3B
| $1.59M | 0.04% |
63,224
-71
| -0.1% | -$1.84K |
2016 Q4
39 quarters
|
|
86
Russell Investments Global Equity ETF
RGLO
$359M
| $1.54M | 0.04% |
46,257
+674
| +1% | +$22.4K |
2025 Q4
3 quarters
|
|
87
Vanguard Morningstar Small-Cap ETF
VB
$76.6B
| $1.49M | 0.04% |
5,226
-476
| -8% | -$142K |
2018 Q4
31 quarters
|
|
88
iShares Gold Trust
IAU
$60.6B
| $1.48M | 0.04% |
18,965
+41
| +0.2% | +$3.29K |
2024 Q4
7 quarters
|
|
89
iShares Russell Mid-Cap ETF
IWR
$55.8B
| $1.46M | 0.04% |
13,652
-3,633
| -21% | -$402K |
2025 Q3
4 quarters
|
|
90
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
| $1.44M | 0.04% |
16,136
-250
| -2% | -$22.5K |
2022 Q1
18 quarters
|
|
91
State Street SPDR Portfolio TIPS ETF
SPIP
$1.03B
| $1.35M | 0.03% |
55,588
-1,969
| -3% | -$49.3K |
2018 Q1
34 quarters
|
|
92
iShares ESG Aware MSCI EM ETF
ESGE
$6.65B
| $1.35M | 0.03% |
24,974
-571
| -2% | -$30.4K |
2020 Q2
25 quarters
|
|
93
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
| $1.33M | 0.03% |
13,141
+417
| +3% | +$43.1K |
2024 Q1
10 quarters
|
|
94
Schwab 1000 Index ETF
SCHK
$5.76B
| $1.31M | 0.03% |
35,740
+246
| +0.7% | +$9.01K |
2025 Q1
6 quarters
|
|
95
iShares Core US REIT ETF
USRT
$4.2B
| $1.27M | 0.03% |
20,610
-633
| -3% | -$41.9K |
2018 Q1
34 quarters
|
|
96
iShares Systematic Bond ETF
SYSB
$1.3B
| $1.26M | 0.03% |
15,004
+600
| +4% | +$52.2K |
2025 Q4
3 quarters
|
|
97
iShares ESG Aware MSCI USA Value ETF
EVUS
$384M
| $1.18M | 0.03% |
32,411
-108
| -0.3% | -$3.94K |
2025 Q3
4 quarters
|
|
98
Vanguard High Dividend Yield ETF
VYM
$80.7B
| $1.1M | 0.03% |
7,112
+369
| +5% | +$59.8K |
2023 Q1
14 quarters
|
|
99
iShares ESG Advanced MSCI EAFE ETF
DMXF
$996M
| $1.02M | 0.03% |
12,077
+209
| +2% | +$17.8K |
2021 Q2
21 quarters
|
|
100
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
| $1.01M | 0.03% |
28,737
+3,452
| +14% | +$125K |
2019 Q3
28 quarters
|
|
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SigFig Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, SigFig Wealth Management held 154 positions worth $4B, up 6.2% from $3.77B the previous quarter. Its ten largest holdings account for 69% of the portfolio.
SigFig Wealth Management deployed $222M of net new capital in Q3 2026, opening 12 new positions and adding to 77 existing holdings. Its largest new stake was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap ETF, an estimated $66M trimmed.
- SigFig Wealth Management's largest Q3 2026 buy was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
- SigFig Wealth Management added most to Schwab US Large- Cap ETF in Q3 2026, an estimated $142M increase.
- SigFig Wealth Management's biggest Q3 2026 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $66M.
- SigFig Wealth Management fully exited iShares MBS ETF in Q3 2026, selling an estimated $6.51M.
- SigFig Wealth Management's ten largest holdings make up 69% of its $4B portfolio in Q3 2026.
- SigFig Wealth Management opened 12 new positions and closed 4 in Q3 2026.
- SigFig Wealth Management's portfolio value rose 6.2% quarter-over-quarter to $4B.
Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.