SWM

SigFig Wealth Management Portfolio holdings

AUM $4B Turnover 10.39%
1-Year Est. Return 10.86%
This Fund
S&P 500
This Quarter Est. Return
+0.64%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$4B
AUM Growth
+$232M
Cap. Flow
+$222M
Cap. Flow %
5.53%
Top 10 Hldgs %
68.81%
Holding
154
New
12
Increased
77
Reduced
60
Closed
4
Avg Time Held
4.1 years
Top 10 Avg Time Held
5.1 years
Top 20 Avg Time Held
4.7 years

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$142M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$63M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$42.2M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.9M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$11.3M

Top Sells

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$66M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$11.9M
3
MBB icon
iShares MBS ETF
MBB
+$6.51M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.25M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.65M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.98%
2 Technology 0.02%
3 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
MBB icon
151
iShares MBS ETF
MBB
$35.7B
– –
-68,576
Closed -$6.51M –
MTUM icon
152
iShares MSCI USA Momentum Factor ETF
MTUM
$19.3B
– –
-13,843
Closed -$4.65M –
SPSM icon
153
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
– –
-36,714
Closed -$2.1M –
XMMO icon
154
Invesco S&P MidCap Momentum ETF
XMMO
$6.84B
– –
-13,574
Closed -$2.27M –
3 4 5 6
7

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AIM
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APP
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SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM 29.18% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
KRS
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SigFig Wealth Management's Q3 2026 Portfolio in Review

As of Q3 2026, SigFig Wealth Management held 154 positions worth $4B, up 6.2% from $3.77B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

SigFig Wealth Management deployed $222M of net new capital in Q3 2026, opening 12 new positions and adding to 77 existing holdings. Its largest new stake was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.

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

On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap ETF, an estimated $66M trimmed.

  • SigFig Wealth Management's largest Q3 2026 buy was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
  • SigFig Wealth Management added most to Schwab US Large- Cap ETF in Q3 2026, an estimated $142M increase.
  • SigFig Wealth Management's biggest Q3 2026 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $66M.
  • SigFig Wealth Management fully exited iShares MBS ETF in Q3 2026, selling an estimated $6.51M.
  • SigFig Wealth Management's ten largest holdings make up 69% of its $4B portfolio in Q3 2026.
  • SigFig Wealth Management opened 12 new positions and closed 4 in Q3 2026.
  • SigFig Wealth Management's portfolio value rose 6.2% quarter-over-quarter to $4B.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.