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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 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$576M 16.88%
4,042,349
+404,119
+11% +$60.1M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$408M 11.98%
4,114,974
+476,306
+13% +$47.7M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$247M 7.25%
1,975,417
+234,073
+13% +$30.7M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$242M 7.09%
5,234,998
+603,965
+13% +$28.1M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$210M 6.14%
4,858,335
+379,920
+8% +$16.9M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$191M 5.6%
2,891,969
+362,397
+14% +$24.9M
VO icon
7
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$177M 5.18%
2,461,632
+251,800
+11% +$18.7M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$145M 4.24%
3,345,899
+103,709
+3% +$4.64M
PDBC icon
9
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.01B
$116M 3.4%
6,701,694
-934,506
-12% -$14.1M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$195B
$115M 3.37%
1,271,070
+55,870
+5% +$5.21M
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$114M 3.34%
3,090,034
+379,829
+14% +$14.2M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$100M 2.95%
1,440,403
+875
+0.1% +$63.2K
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$85.2M 2.5%
906,584
+102,681
+13% +$9.87M
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$110B
$53.9M 1.58%
433,280
+30,299
+8% +$3.85M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$898B
$50.6M 1.48%
77,493
+8,997
+13% +$6.14M
SCHX icon
16
Schwab US Large- Cap ETF
SCHX
$74.3B
$47M 1.38%
1,833,652
+286,712
+19% +$7.69M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.03T
$38.7M 1.13%
64,753
-1,929
-3% -$1.21M
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$32.6M 0.95%
713,109
+48,570
+7% +$2.28M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$238B
$30.7M 0.9%
479,118
-35,045
-7% -$2.31M
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$22.8M 0.67%
288,268
-2,897
-1% -$239K
BNDX icon
21
Vanguard Total International Bond ETF
BNDX
$82.5B
$14.9M 0.44%
309,187
+25,380
+9% +$1.23M
SPAB icon
22
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
$14.6M 0.43%
570,377
+36,566
+7% +$943K
BSV icon
23
Vanguard Short-Term Bond ETF
BSV
$45.6B
$14.2M 0.42%
181,550
+15,788
+10% +$1.24M
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$13.9M 0.41%
256,383
-12,321
-5% -$690K
SPEM icon
25
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$13.5M 0.39%
286,774
-4,911
-2% -$239K
1
2 3 4 5

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 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 Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.

  • 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.