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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
SUSA icon
126
iShares ESG Optimized MSCI USA ETF
SUSA
$4.02B
$281K 0.01%
2,077
-338
-14% -$44.1K
CLOA icon
127
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$258K 0.01%
4,957
+340
+7% +$17.6K
IGEB icon
128
iShares Investment Grade Systematic Bond ETF
IGEB
$1.44B
$248K 0.01%
5,391
-103
-2% -$4.69K
SPMD icon
129
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$242K 0.01%
4,229
+74
+2% +$4.17K
IWR icon
130
iShares Russell Mid-Cap ETF
IWR
$56.1B
$232K 0.01%
+2,403
New +$228K
HYGW icon
131
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$230K 0.01%
7,588
+146
+2% +$4.42K
HYDB icon
132
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$230K 0.01%
4,810
+208
+5% +$9.87K
BSCQ icon
133
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$218K 0.01%
11,168
+622
+6% +$12.2K
BSCP
134
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$218K 0.01%
10,554
+663
+7% +$13.7K
VTIP icon
135
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$218K 0.01%
+4,312
New +$217K
BSCR icon
136
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$218K 0.01%
11,075
+581
+6% +$11.4K
FTGC icon
137
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.96B
$215K 0.01%
8,264
+109
+1% +$2.76K
IYW icon
138
iShares US Technology ETF
IYW
$23.6B
$206K 0.01%
1,059
-17,732
-94% -$3.24M
IHDG icon
139
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
– –
-47,832
Closed -$2.16M
IWM icon
140
iShares Russell 2000 ETF
IWM
$79.9B
– –
-6,362
Closed -$1.37M
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 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.