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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
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
126
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
$380K 0.01%
5,663
+38
+0.7% +$2.44K
EUSB icon
127
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$342K 0.01%
7,835
+839
+12% +$36.4K
QUAL icon
128
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$323K 0.01%
1,486
-23,348
-94% -$4.9M
JHSC icon
129
John Hancock Multifactor Small Cap ETF
JHSC
$728M
$322K 0.01%
6,631
-8
-0.1% -$371
TFI icon
130
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.09B
$321K 0.01%
7,003
+85
+1% +$3.87K
ACWX icon
131
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$308K 0.01%
4,086
+971
+31% +$72.2K
IGEB icon
132
iShares Investment Grade Systematic Bond ETF
IGEB
$1.5B
$268K 0.01%
5,924
+340
+6% +$15.3K
HDV
133
iShares Core High Dividend ETF
HDV
$15.2B
$260K 0.01%
9,406
+81
+0.9% +$2.2K
SHM icon
134
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$258K 0.01%
5,369
+758
+16% +$36.3K
HIMU
135
iShares High Yield Muni Active ETF
HIMU
$2.49B
$256K 0.01%
5,136
+517
+11% +$25.2K
RUSC
136
Russell Investments U.S. Small Cap Equity ETF
RUSC
$79.9M
$250K 0.01%
6,443
-227
-3% -$8.19K
BSCQ icon
137
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.48B
$246K 0.01%
12,596
+113
+0.9% +$2.21K
BSCS icon
138
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.5B
$245K 0.01%
12,049
+81
+0.7% +$1.65K
BSCR icon
139
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$245K 0.01%
12,511
+114
+0.9% +$2.24K
ICLN icon
140
iShares Global Clean Energy ETF
ICLN
$2.19B
$237K 0.01%
+11,920
New +$247K
IAGG icon
141
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$222K 0.01%
4,377
-78,151
-95% -$3.92M
EMLC icon
142
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$211K 0.01%
8,262
+68
+0.8% +$1.74K
COWZ icon
143
Pacer US Cash Cows 100 ETF
COWZ
$20.2B
– –
-32,046
Closed -$2M
FTGC icon
144
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.23B
– –
-7,722
Closed -$222K
ICVT icon
145
iShares Convertible Bond ETF
ICVT
$7.64B
– –
-3,332
Closed -$339K
IWX icon
146
iShares Russell Top 200 Value ETF
IWX
$4.04B
– –
-40,777
Closed -$3.78M
QLTA icon
147
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
– –
-6,498
Closed -$309K
2 3 4 5
6

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, SigFig Wealth Management held 147 positions worth $3.77B, up 11% from $3.41B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q2 2026 filing shows 8 new, 72 increased, 61 reduced and 5 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M. The largest sale was iShares MSCI EAFE Value ETF, an estimated $5.02M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology.

  • SigFig Wealth Management's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.5M increase.
  • SigFig Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $5.02M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2026, selling an estimated $3.78M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.77B portfolio in Q2 2026.
  • SigFig Wealth Management opened 8 new positions and closed 5 in Q2 2026.
  • SigFig Wealth Management's portfolio value rose 11% quarter-over-quarter to $3.77B.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.