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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
-0.59%
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
VWOB icon
101
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$658K 0.02%
10,278
-59
-0.6% -$3.78K
QLTA icon
102
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$643K 0.02%
13,556
+5,410
+66% +$255K
JHMD icon
103
John Hancock Multifactor Developed International ETF
JHMD
$966M
$627K 0.02%
17,789
+174
+1% +$5.96K
LCTD icon
104
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$287M
$610K 0.02%
13,097
-567
-4% -$26.1K
JHEM icon
105
John Hancock Multifactor Emerging Markets ETF
JHEM
$991M
$609K 0.02%
22,827
+64
+0.3% +$1.69K
SCHH icon
106
Schwab US REIT ETF
SCHH
$11.5B
$557K 0.02%
47,622
+3,408
+8% +$72.8K
HYDB icon
107
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$521K 0.02%
11,068
+53
+0.5% +$2.51K
VYMI icon
108
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$503K 0.02%
6,801
+1,430
+27% +$103K
SCHK icon
109
Schwab 1000 Index ETF
SCHK
$5.71B
$496K 0.02%
+18,526
New +$526K
HYG icon
110
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$473K 0.02%
5,998
-228
-4% -$18.1K
IGRO icon
111
iShares International Dividend Growth ETF
IGRO
$1.3B
$470K 0.02%
6,457
+717
+12% +$50.8K
HIMU
112
iShares High Yield Muni Active ETF
HIMU
$2.37B
$384K 0.01%
+7,771
New +$389K
AAPL icon
113
Apple
AAPL
$4.43T
$338K 0.01%
1,780
– –
VTEI icon
114
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$321K 0.01%
+3,251
New +$324K
BIDD
115
iShares International Dividend Active ETF
BIDD
$416M
$318K 0.01%
12,270
+451
+4% +$11.7K
JHSC icon
116
John Hancock Multifactor Small Cap ETF
JHSC
$725M
$311K 0.01%
8,384
+57
+0.7% +$2.26K
VNQ icon
117
Vanguard Real Estate ETF
VNQ
$39.3B
$295K 0.01%
3,356
+660
+24% +$59.9K
NUSC icon
118
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$264K 0.01%
6,867
+803
+13% +$33.3K
DGS icon
119
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$251K 0.01%
5,154
+364
+8% +$17.9K
BALI icon
120
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.31B
$237K 0.01%
8,268
+1,477
+22% +$44.5K
THRO
121
iShares U.S. Thematic Rotation Active ETF
THRO
$6.43B
$229K 0.01%
+7,253
New +$244K
FTGC icon
122
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
$218K 0.01%
+8,601
New +$216K
SUSA icon
123
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$215K 0.01%
+1,886
New +$229K
HYGW icon
124
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$214K 0.01%
+6,790
New +$215K
BSCR icon
125
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$208K 0.01%
10,642
+183
+2% +$3.57K
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.