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
+7.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
+$34.2M
Cap. Flow %
1.13%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$11.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.12M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.96M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.89M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$5.25M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PXH icon
76
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$2.75M 0.09%
117,452
+18,400
+19% +$405K
SCHO icon
77
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$2.57M 0.09%
105,686
+1,900
+2% +$46.2K
MUB icon
78
iShares National Muni Bond ETF
MUB
$45.3B
$2.54M 0.08%
24,318
-2,279
-9% -$237K
ESGU icon
79
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$2.46M 0.08%
18,339
+2,480
+16% +$310K
DSI icon
80
iShares MSCI KLD 400 Social ETF
DSI
$5.17B
$2.31M 0.08%
19,967
-28
-0.1% -$2.98K
JHML icon
81
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$2.26M 0.07%
30,929
-633
-2% -$43.3K
IHDG icon
82
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$2.16M 0.07%
47,832
+5,001
+12% +$219K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$2.02M 0.07%
87,472
+12,805
+17% +$292K
IAU icon
84
iShares Gold Trust
IAU
$62.5B
$1.78M 0.06%
28,800
-10,270
-26% -$636K
SPIP icon
85
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.73M 0.06%
66,724
-3,131
-4% -$80.9K
VUG icon
86
Vanguard Growth ETF
VUG
$216B
$1.64M 0.05%
22,578
-10,122
-31% -$666K
PRF icon
87
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$1.61M 0.05%
38,340
+397
+1% +$15.9K
SCHP icon
88
Schwab US TIPS ETF
SCHP
$16.4B
$1.61M 0.05%
60,445
+3,038
+5% +$80.4K
BAI
89
iShares A.I. Innovation and Tech Active ETF
BAI
$12.1B
$1.45M 0.05%
+50,665
New +$1.24M
VGIT icon
90
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$1.42M 0.05%
23,790
+5,935
+33% +$351K
USRT icon
91
iShares Core US REIT ETF
USRT
$4.74B
$1.37M 0.05%
24,401
-912
-4% -$51.1K
IWM icon
92
iShares Russell 2000 ETF
IWM
$80.4B
$1.37M 0.05%
6,362
-229
-3% -$46.1K
HYMB icon
93
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$1.23M 0.04%
49,883
+12,932
+35% +$318K
STIP icon
94
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.22M 0.04%
+11,906
New +$1.22M
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$43.9B
$1.17M 0.04%
50,946
+957
+2% +$21.8K
IJS icon
96
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$1.13M 0.04%
11,333
+1,911
+20% +$180K
SCHH icon
97
Schwab US REIT ETF
SCHH
$11.7B
$992K 0.03%
47,265
-357
-0.7% -$7.48K
ESGD icon
98
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$872K 0.03%
+9,790
New +$835K
VWOB icon
99
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$855K 0.03%
13,134
+2,856
+28% +$182K
HYLB icon
100
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$810K 0.03%
22,005
+2,019
+10% +$72.9K
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 Q2 2025 Portfolio in Review

As of Q2 2025, SigFig Wealth Management held 137 positions worth $3.02B, up 9.2% from $2.77B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management's Q2 2025 filing shows 10 new, 74 increased, 49 reduced and 4 closed positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M. The largest sale was iShares Core S&P 500 ETF, an estimated $18.5M.

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 Q2 2025 buy was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q2 2025, an estimated $11.1M increase.
  • SigFig Wealth Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $18.5M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2025, selling an estimated $5.71M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $3.02B portfolio in Q2 2025.
  • SigFig Wealth Management opened 10 new positions and closed 4 in Q2 2025.
  • SigFig Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $3.02B.

Based on SigFig Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.