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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-0.47%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
+$84.3M
Cap. Flow %
2.47%
Top 10 Hldgs %
71.12%
Holding
148
New
11
Increased
75
Reduced
53
Closed
9

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$60.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

Rank Stock Value
1
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$37.2M
2
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$37.1M
3
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
76
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$2.17M 0.06%
17,946
-1,645
-8% -$210K
MUB icon
77
iShares National Muni Bond ETF
MUB
$45.1B
$2.05M 0.06%
19,277
-534
-3% -$57.4K
COWZ icon
78
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$2M 0.06%
+32,046
New +$2.01M
XMMO icon
79
Invesco S&P MidCap Momentum ETF
XMMO
$7.11B
$1.92M 0.06%
+13,207
New +$1.91M
EAGG icon
80
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$1.84M 0.05%
38,684
-714,129
-95% -$34.2M
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$56B
$1.76M 0.05%
18,059
+2,061
+13% +$206K
VGIT icon
82
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$1.74M 0.05%
29,179
+2,692
+10% +$161K
SCHP icon
83
Schwab US TIPS ETF
SCHP
$16.3B
$1.65M 0.05%
61,917
+738
+1% +$19.7K
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$1.65M 0.05%
13,907
+691
+5% +$83.5K
USXF icon
85
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$1.63M 0.05%
29,588
-640,667
-96% -$37.1M
VB icon
86
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.53M 0.04%
5,851
-535
-8% -$145K
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.52M 0.04%
58,579
-3,064
-5% -$80K
VTEI icon
88
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$1.52M 0.04%
15,199
+1,192
+9% +$121K
IAU icon
89
iShares Gold Trust
IAU
$62.9B
$1.46M 0.04%
16,560
-27,378
-62% -$2.51M
ESGE icon
90
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$1.43M 0.04%
31,430
-270,785
-90% -$12.8M
RGLO
91
Russell Investments Global Equity ETF
RGLO
$343M
$1.36M 0.04%
47,050
+1,357
+3% +$40.8K
USRT icon
92
iShares Core US REIT ETF
USRT
$4.62B
$1.29M 0.04%
21,851
-947
-4% -$56.9K
JHML icon
93
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
$1.29M 0.04%
16,512
-217
-1% -$17.6K
SCHK icon
94
Schwab 1000 Index ETF
SCHK
$5.71B
$1.21M 0.04%
38,528
+10,051
+35% +$329K
SYSB
95
iShares Systematic Bond ETF
SYSB
$1.16B
$1.2M 0.04%
13,524
+702
+5% +$63.1K
VYMI icon
96
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$1.08M 0.03%
11,430
+1,762
+18% +$168K
EVUS icon
97
iShares ESG Aware MSCI USA Value ETF
EVUS
$364M
$1.03M 0.03%
32,218
+1,161
+4% +$38.3K
SCHH icon
98
Schwab US REIT ETF
SCHH
$11.5B
$957K 0.03%
44,533
-104
-0.2% -$2.28K
LMUB
99
iShares Long-Term National Muni Bond ETF
LMUB
$1.68B
$929K 0.03%
+18,613
New +$941K
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$80.9B
$897K 0.03%
6,054
-662
-10% -$99.5K
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 2026 Portfolio in Review

As of Q1 2026, SigFig Wealth Management held 148 positions worth $3.41B, up 1.7% from $3.35B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q1 2026 filing shows 11 new, 75 increased, 53 reduced and 9 closed positions. Its largest new stake was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M. The largest sale was Xtrackers MSCI USA ESG Leaders Equity ETF, an estimated $37.2M.

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 2026 buy was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $60.1M increase.
  • SigFig Wealth Management's biggest Q1 2026 reduction was iShares ESG Advanced MSCI USA ETF, cutting an estimated $37.1M.
  • SigFig Wealth Management fully exited Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2026, selling an estimated $37.2M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.41B portfolio in Q1 2026.
  • SigFig Wealth Management opened 11 new positions and closed 9 in Q1 2026.
  • SigFig Wealth Management's portfolio value rose 1.7% quarter-over-quarter to $3.41B.

Based on SigFig Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.