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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
-0.59%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$40.7M
Cap. Flow %
1.47%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.5M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$8.07M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.88M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.77M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.14M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.2M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.24M
3
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.76M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$2.25M 0.08%
10,165
+697
+7% +$166K
PXH icon
77
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.94B
$2.15M 0.08%
99,052
-2,394
-2% -$51.2K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
$2.12M 0.08%
31,562
-60
-0.2% -$4.22K
SPHY icon
79
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$2.1M 0.08%
89,610
+21,667
+32% +$512K
DSI icon
80
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$2.04M 0.07%
19,995
-96
-0.5% -$10.5K
VUG icon
81
Vanguard Morningstar Growth ETF
VUG
$220B
$2.02M 0.07%
32,700
-2,562
-7% -$173K
SPIP icon
82
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.93M 0.07%
69,855
-3,682
-5% -$95K
ESGU icon
83
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$1.92M 0.07%
15,859
+1,613
+11% +$208K
IHDG icon
84
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$1.88M 0.07%
42,831
+2,593
+6% +$118K
SCHO icon
85
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.86M 0.07%
103,786
+4,824
+5% +$117K
SUSC icon
86
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.72M 0.06%
74,667
-5,291
-7% -$121K
PRF icon
87
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$1.52M 0.05%
37,943
+15
+0% +$619
IWM icon
88
iShares Russell 2000 ETF
IWM
$79.8B
$1.32M 0.05%
6,591
+4
+0.1% +$868
USRT icon
89
iShares Core US REIT ETF
USRT
$4.62B
$1.32M 0.05%
25,313
-941
-4% -$54.5K
HEFA icon
90
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$1.18M 0.04%
+32,175
New +$1.17M
GOVT icon
91
iShares US Treasury Bond ETF
GOVT
$43.6B
$1.15M 0.04%
49,989
+1,005
+2% +$22.8K
VGIT icon
92
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$1.06M 0.04%
17,855
+10,577
+145% +$619K
HYMB icon
93
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$931K 0.03%
36,951
+10,126
+38% +$260K
IJS icon
94
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$916K 0.03%
9,422
+770
+9% +$81.2K
HYLB icon
95
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$721K 0.03%
19,986
+93
+0.5% +$3.38K
JHMM icon
96
John Hancock Multifactor Mid Cap ETF
JHMM
$5.92B
$721K 0.03%
12,661
+84
+0.7% +$5.05K
SCHP icon
97
Schwab US TIPS ETF
SCHP
$16.3B
$707K 0.03%
57,407
-49
-0.1% -$1.29K
ICVT icon
98
iShares Convertible Bond ETF
ICVT
$7.2B
$698K 0.03%
8,309
+154
+2% +$13.3K
VYM icon
99
Vanguard High Dividend Yield ETF
VYM
$80.9B
$673K 0.02%
5,279
+594
+13% +$77.8K
DGRO icon
100
iShares Core Dividend Growth ETF
DGRO
$42.7B
$662K 0.02%
10,828
-1,375
-11% -$86.2K
2 3
4
5 6

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 2025 Portfolio in Review

As of Q1 2025, SigFig Wealth Management held 133 positions worth $2.77B, up 0.15% from $2.76B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q1 2025 filing shows 9 new, 79 increased, 38 reduced and 6 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $14.2M.

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 2025 buy was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M.
  • SigFig Wealth Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $19.5M increase.
  • SigFig Wealth Management's biggest Q1 2025 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $14.2M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Growth ETF in Q1 2025, selling an estimated $9.24M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.77B portfolio in Q1 2025.
  • SigFig Wealth Management opened 9 new positions and closed 6 in Q1 2025.
  • SigFig Wealth Management's portfolio value rose 0.15% quarter-over-quarter to $2.77B.

Based on SigFig Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.