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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
126
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$292K 0.01%
2,565
-2,743
-52% -$314K
JHSC icon
127
John Hancock Multifactor Small Cap ETF
JHSC
$720M
$283K 0.01%
6,733
-758
-10% -$31.8K
SUSA icon
128
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$255K 0.01%
1,832
-245
-12% -$33.8K
BSCR icon
129
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$250K 0.01%
12,677
+1,602
+14% +$31.6K
BSCQ icon
130
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$250K 0.01%
12,782
+1,614
+14% +$31.6K
IGEB icon
131
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$249K 0.01%
5,456
+65
+1% +$2.98K
SPMD icon
132
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$249K 0.01%
4,296
+67
+2% +$3.85K
BSCS icon
133
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$248K 0.01%
+12,047
New +$248K
HYGW icon
134
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
$243K 0.01%
8,144
+556
+7% +$16.7K
SPYM
135
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$218K 0.01%
+2,722
New +$216K
IYW icon
136
iShares US Technology ETF
IYW
$23.4B
$208K 0.01%
1,040
-19
-2% -$3.8K
RUSC
137
Russell Investments U.S. Small Cap Equity ETF
RUSC
$78.6M
$202K 0.01%
+6,505
New +$200K
BSCP
138
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-10,554
Closed -$218K
FTGC icon
139
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
– –
-8,264
Closed -$215K
HYDB icon
140
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
– –
-4,810
Closed -$230K
IGRO icon
141
iShares International Dividend Growth ETF
IGRO
$1.29B
– –
-4,100
Closed -$324K
IWY icon
142
iShares Russell Top 200 Growth ETF
IWY
$15.7B
– –
-14,460
Closed -$3.93M
SPMO icon
143
Invesco S&P 500 Momentum ETF
SPMO
$20.8B
– –
-45,259
Closed -$5.46M
STIP icon
144
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-12,748
Closed -$1.32M
VTIP icon
145
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
-4,312
Closed -$218K
BIDD
146
iShares International Dividend Active ETF
BIDD
$414M
– –
-12,066
Closed -$335K
2 3 4 5
6

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DGM
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ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
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SCA
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ACH
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GCC
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SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, SigFig Wealth Management held 146 positions worth $3.35B, up 3.7% from $3.23B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2025 filing shows 8 new, 86 increased, 42 reduced and 9 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M. The largest sale was Invesco S&P 500 Momentum ETF, an estimated $5.46M.

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 Q4 2025 buy was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $16.6M increase.
  • SigFig Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $3.39M.
  • SigFig Wealth Management fully exited Invesco S&P 500 Momentum ETF in Q4 2025, selling an estimated $5.46M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.35B portfolio in Q4 2025.
  • SigFig Wealth Management opened 8 new positions and closed 9 in Q4 2025.
  • SigFig Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $3.35B.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.