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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQDG icon
76
WisdomTree International Quality Dividend Growth Fund
IQDG
$702M
$2.84M 0.08%
68,576
+7,124
+12% +$288K
VTEB icon
77
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.79M 0.08%
55,405
+7,176
+15% +$361K
SPTS icon
78
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$2.54M 0.08%
86,906
-5,109
-6% -$150K
DSI icon
79
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$2.52M 0.08%
19,591
-191
-1% -$24.4K
SUSC icon
80
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.23M 0.07%
95,186
-3,489
-4% -$82.1K
MUB icon
81
iShares National Muni Bond ETF
MUB
$45.2B
$2.12M 0.06%
19,811
+684
+4% +$73.2K
ITA icon
82
iShares US Aerospace & Defense ETF
ITA
$14B
$2.04M 0.06%
9,498
+187
+2% +$39.1K
PRF icon
83
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.95M 0.06%
41,471
+205
+0.5% +$9.44K
HYMB icon
84
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$1.86M 0.06%
74,393
+10,538
+17% +$264K
VB icon
85
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$1.65M 0.05%
6,386
-430
-6% -$110K
SCHP icon
86
Schwab US TIPS ETF
SCHP
$16.4B
$1.62M 0.05%
61,179
+5,283
+9% +$142K
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.6M 0.05%
61,643
-2,870
-4% -$75.2K
VGIT icon
88
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$1.59M 0.05%
26,487
+2,628
+11% +$158K
IWR icon
89
iShares Russell Mid-Cap ETF
IWR
$55.9B
$1.54M 0.05%
15,998
+13,595
+566% +$1.31M
IJS icon
90
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$1.5M 0.04%
13,216
+1,165
+10% +$131K
VTEI icon
91
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$1.41M 0.04%
14,007
+399
+3% +$40.2K
RGLO
92
Russell Investments Global Equity ETF
RGLO
$333M
$1.36M 0.04%
+45,693
New +$1.33M
JHML icon
93
John Hancock Multifactor Large Cap ETF
JHML
$1.15B
$1.34M 0.04%
16,729
-10,247
-38% -$812K
USRT icon
94
iShares Core US REIT ETF
USRT
$4.71B
$1.3M 0.04%
22,798
-857
-4% -$49.6K
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.26M 0.04%
54,754
+650
+1% +$15K
SYSB
96
iShares Systematic Bond ETF
SYSB
$1.16B
$1.15M 0.03%
+12,822
New +$1.15M
ESGD icon
97
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$997K 0.03%
10,480
-847
-7% -$79.8K
EVUS icon
98
iShares ESG Aware MSCI USA Value ETF
EVUS
$361M
$995K 0.03%
31,057
+9,012
+41% +$285K
VYM icon
99
Vanguard High Dividend Yield ETF
VYM
$80.8B
$964K 0.03%
6,716
+535
+9% +$76.1K
SCHH icon
100
Schwab US REIT ETF
SCHH
$11.7B
$936K 0.03%
44,637
+5,748
+15% +$122K
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 Q4 2025 Portfolio in Review

As of Q4 2025, SigFig Wealth Management held 146 positions worth $3.35B, up 3.7% from $3.23B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2025 filing shows 8 new, 86 increased, 42 reduced and 9 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M. The largest sale was Invesco S&P 500 Momentum ETF, an estimated $5.46M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, up from 0.01% a quarter earlier.

  • SigFig Wealth Management's largest Q4 2025 buy was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $16.6M increase.
  • SigFig Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $3.39M.
  • SigFig Wealth Management fully exited Invesco S&P 500 Momentum ETF in Q4 2025, selling an estimated $5.46M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.35B portfolio in Q4 2025.
  • SigFig Wealth Management opened 8 new positions and closed 9 in Q4 2025.
  • SigFig Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $3.35B.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.