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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
+7.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
+$34.2M
Cap. Flow %
1.13%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$11.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.12M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.96M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.89M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$5.25M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOA icon
126
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$240K 0.01%
+4,617
New +$239K
HYGW icon
127
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$227K 0.01%
7,442
+652
+10% +$20K
SPMD icon
128
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$226K 0.01%
+4,155
New +$214K
HYDB icon
129
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$218K 0.01%
4,602
-6,466
-58% -$300K
BSCR icon
130
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$206K 0.01%
10,494
-148
-1% -$2.9K
BSCQ icon
131
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$206K 0.01%
10,546
-128
-1% -$2.5K
BSCP
132
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$205K 0.01%
9,891
-94
-0.9% -$1.95K
FTGC icon
133
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
$201K 0.01%
8,155
-446
-5% -$11K
EMXC icon
134
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.2B
– –
-52,840
Closed -$2.92M
HEFA icon
135
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.47B
– –
-32,175
Closed -$1.18M
IWX icon
136
iShares Russell Top 200 Value ETF
IWX
$3.95B
– –
-70,194
Closed -$5.71M
NUSC icon
137
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
– –
-6,867
Closed -$264K
2 3 4 5
6

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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 Q2 2025 Portfolio in Review

As of Q2 2025, SigFig Wealth Management held 137 positions worth $3.02B, up 9.2% from $2.77B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management's Q2 2025 filing shows 10 new, 74 increased, 49 reduced and 4 closed positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M. The largest sale was iShares Core S&P 500 ETF, an estimated $18.5M.

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 Q2 2025 buy was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q2 2025, an estimated $11.1M increase.
  • SigFig Wealth Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $18.5M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2025, selling an estimated $5.71M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $3.02B portfolio in Q2 2025.
  • SigFig Wealth Management opened 10 new positions and closed 4 in Q2 2025.
  • SigFig Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $3.02B.

Based on SigFig Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.