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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
+5.29%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
+$44M
Cap. Flow %
1.36%
Top 10 Hldgs %
66.41%
Holding
140
New
7
Increased
71
Reduced
59
Closed
2

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$105M
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$33.9M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.1M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.2M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$107M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$9.68M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYLB icon
101
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$809K 0.03%
21,799
-206
-0.9% -$7.59K
JHMD icon
102
John Hancock Multifactor Developed International ETF
JHMD
$947M
$763K 0.02%
19,131
+1,158
+6% +$45.3K
JHMM icon
103
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$752K 0.02%
11,647
-874
-7% -$55.2K
VYMI icon
104
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$712K 0.02%
8,444
+876
+12% +$72.6K
QLTA icon
105
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$699K 0.02%
14,415
+418
+3% +$20K
EVUS icon
106
iShares ESG Aware MSCI USA Value ETF
EVUS
$361M
$692K 0.02%
+22,045
New +$677K
LCTD icon
107
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$676K 0.02%
12,753
-75
-0.6% -$3.88K
DGRO icon
108
iShares Core Dividend Growth ETF
DGRO
$42.8B
$675K 0.02%
9,973
+88
+0.9% +$5.82K
JHEM icon
109
John Hancock Multifactor Emerging Markets ETF
JHEM
$949M
$672K 0.02%
21,306
-910
-4% -$27.4K
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$212B
$605K 0.02%
7,608
-14,970
-66% -$1.14M
EFG icon
111
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$601K 0.02%
5,308
-31,502
-86% -$3.51M
ICVT icon
112
iShares Convertible Bond ETF
ICVT
$6.97B
$568K 0.02%
5,680
+929
+20% +$87.3K
HIMU
113
iShares High Yield Muni Active ETF
HIMU
$2.39B
$510K 0.02%
10,398
+2,294
+28% +$110K
AAPL icon
114
Apple
AAPL
$4.97T
$468K 0.01%
1,830
– –
HYG icon
115
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$454K 0.01%
5,584
-179
-3% -$14.4K
FNDF icon
116
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$432K 0.01%
10,068
+157
+2% +$6.53K
DGS icon
117
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
$431K 0.01%
7,573
+2,027
+37% +$115K
FGDL icon
118
Franklin Responsibly Sourced Gold ETF
FGDL
$445M
$385K 0.01%
+7,516
New +$347K
BALI icon
119
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.28B
$377K 0.01%
11,903
+172
+1% +$5.3K
BIDD
120
iShares International Dividend Active ETF
BIDD
$401M
$335K 0.01%
12,066
+175
+1% +$4.77K
VNQ icon
121
Vanguard Real Estate ETF
VNQ
$39.9B
$333K 0.01%
3,646
+162
+5% +$14.7K
VTES icon
122
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$327K 0.01%
3,209
+528
+20% +$53.6K
IGRO icon
123
iShares International Dividend Growth ETF
IGRO
$1.29B
$324K 0.01%
4,100
-27
-0.7% -$2.12K
JHSC icon
124
John Hancock Multifactor Small Cap ETF
JHSC
$718M
$312K 0.01%
7,491
-705
-9% -$28.8K
ISTB icon
125
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$295K 0.01%
6,038
+1,001
+20% +$48.7K
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 Q3 2025 Portfolio in Review

As of Q3 2025, SigFig Wealth Management held 140 positions worth $3.23B, up 7% from $3.02B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2025 filing shows 7 new, 71 increased, 59 reduced and 2 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M. The largest sale was Vanguard Extended Market ETF, an estimated $107M.

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 Q3 2025 buy was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M.
  • SigFig Wealth Management added most to Vanguard Morningstar Mid-Cap ETF in Q3 2025, an estimated $105M increase.
  • SigFig Wealth Management's biggest Q3 2025 reduction was Vanguard Extended Market ETF, cutting an estimated $107M.
  • SigFig Wealth Management fully exited WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025, selling an estimated $2.16M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.23B portfolio in Q3 2025.
  • SigFig Wealth Management opened 7 new positions and closed 2 in Q3 2025.
  • SigFig Wealth Management's portfolio value rose 7% quarter-over-quarter to $3.23B.

Based on SigFig Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.