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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
DMXF icon
101
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$889K 0.03%
11,780
-221,368
-95% -$17.3M
HYLB icon
102
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$874K 0.03%
24,179
+1,667
+7% +$61.3K
VWOB icon
103
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$852K 0.03%
12,973
+115
+0.9% +$7.73K
JHMD icon
104
John Hancock Multifactor Developed International ETF
JHMD
$966M
$804K 0.02%
18,970
-198
-1% -$8.59K
JHMM icon
105
John Hancock Multifactor Mid Cap ETF
JHMM
$5.94B
$730K 0.02%
10,878
-73
-0.7% -$5.02K
DGRO icon
106
iShares Core Dividend Growth ETF
DGRO
$42.7B
$728K 0.02%
10,371
+282
+3% +$20.2K
ESGD icon
107
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$678K 0.02%
7,089
-3,391
-32% -$336K
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$991M
$665K 0.02%
19,398
-428
-2% -$15.1K
RINT
109
Russell Investments International Developed Equity ETF
RINT
$146M
$608K 0.02%
20,882
+425
+2% +$12.8K
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$220B
$580K 0.02%
7,968
+384
+5% +$29.9K
DGS icon
111
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$559K 0.02%
9,304
+677
+8% +$41.4K
FNDF icon
112
Schwab Fundamental International Large Company Index ETF
FNDF
$25B
$548K 0.02%
11,190
+738
+7% +$36.2K
CLOA icon
113
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$510K 0.01%
9,838
+2,190
+29% +$114K
LCTD icon
114
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$287M
$509K 0.01%
9,208
-1,816
-16% -$103K
AAPL icon
115
Apple
AAPL
$4.43T
$467K 0.01%
1,838
+8
+0.4% +$2.08K
VNQ icon
116
Vanguard Real Estate ETF
VNQ
$39.3B
$452K 0.01%
5,079
+621
+14% +$56.9K
HYG icon
117
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$433K 0.01%
5,442
-111
-2% -$8.93K
ISTB icon
118
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$425K 0.01%
8,775
+1,209
+16% +$58.9K
REMG
119
Russell Investments Emerging Markets Equity ETF
REMG
$102M
$410K 0.01%
13,307
+232
+2% +$7.42K
BALI icon
120
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.31B
$398K 0.01%
12,909
+657
+5% +$20.9K
VTES icon
121
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$393K 0.01%
3,881
+524
+16% +$53.4K
ICVT icon
122
iShares Convertible Bond ETF
ICVT
$7.23B
$339K 0.01%
3,332
-3,064
-48% -$317K
SPMD icon
123
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$333K 0.01%
5,625
+1,329
+31% +$80.9K
TFI icon
124
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$314K 0.01%
+6,918
New +$317K
QLTA icon
125
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$309K 0.01%
6,498
-1,925
-23% -$92.5K
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.