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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
-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
EUSB icon
126
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
$304K 0.01%
6,996
-624,416
-99% -$27.4M
SPYM
127
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$295K 0.01%
3,848
+1,126
+41% +$90.1K
JHSC icon
128
John Hancock Multifactor Small Cap ETF
JHSC
$722M
$285K 0.01%
6,639
-94
-1% -$4.17K
HDV
129
iShares Core High Dividend ETF
HDV
$14.5B
$253K 0.01%
+9,325
New +$248K
IGEB icon
130
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$252K 0.01%
5,584
+128
+2% +$5.84K
BSCS icon
131
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.56B
$244K 0.01%
11,968
-79
-0.7% -$1.62K
BSCQ icon
132
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$244K 0.01%
12,483
-299
-2% -$5.85K
BSCR icon
133
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$243K 0.01%
12,397
-280
-2% -$5.52K
FTGC icon
134
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
$222K 0.01%
+7,722
New +$200K
HIMU
135
iShares High Yield Muni Active ETF
HIMU
$2.38B
$222K 0.01%
4,619
-6,697
-59% -$327K
SHM icon
136
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$221K 0.01%
+4,611
New +$222K
RUSC
137
Russell Investments U.S. Small Cap Equity ETF
RUSC
$78.9M
$213K 0.01%
6,670
+165
+3% +$5.42K
ACWX icon
138
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$213K 0.01%
+3,115
New +$220K
EMLC icon
139
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$206K 0.01%
+8,194
New +$213K
ESML icon
140
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
– –
-197,887
Closed -$9.1M
FGDL icon
141
Franklin Responsibly Sourced Gold ETF
FGDL
$446M
– –
-7,075
Closed -$408K
HYGW icon
142
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
– –
-8,144
Closed -$243K
HYXF icon
143
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
– –
-239,468
Closed -$11.3M
ITA icon
144
iShares US Aerospace & Defense ETF
ITA
$14.2B
– –
-9,498
Closed -$2.04M
IYW icon
145
iShares US Technology ETF
IYW
$23.6B
– –
-1,040
Closed -$208K
OEF icon
146
iShares S&P 100 ETF
OEF
$20.1B
– –
-25,086
Closed -$8.6M
SUSA icon
147
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
– –
-1,832
Closed -$255K
USSG icon
148
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$571M
– –
-585,415
Closed -$37.2M
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
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
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 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.