SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$35.1M
3
+$31.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.2M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.4M

Top Sells

1
+$111M
2
+$43.7M
3
+$18.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$10M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.94M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$14.6M 0.45%
270,375
-11,108
SPEM icon
27
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$14.3M 0.44%
308,349
-14,674
SCHB icon
28
Schwab US Broad Market ETF
SCHB
$38.2B
$13.5M 0.42%
528,624
-56,191
BNDX icon
29
Vanguard Total International Bond ETF
BNDX
$72.4B
$13.2M 0.41%
267,064
+1,510
SPAB icon
30
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.06B
$13.1M 0.41%
508,420
+23,877
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$5.56B
$13M 0.4%
300,859
+3,557
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$39.2B
$12.5M 0.39%
158,199
+711
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$11.8M 0.37%
113,482
+5,030
DYNF icon
34
BlackRock US Equity Factor Rotation ETF
DYNF
$29.8B
$11.8M 0.36%
199,473
+29,199
SCHF icon
35
Schwab International Equity ETF
SCHF
$53.4B
$11.2M 0.35%
484,205
-57,419
SCHE icon
36
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$11.2M 0.35%
338,807
-40,639
HYXF icon
37
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
$10.9M 0.34%
229,808
+21,698
SCHZ icon
38
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
$9.99M 0.31%
426,419
-15,060
IVW icon
39
iShares S&P 500 Growth ETF
IVW
$66.6B
$9.71M 0.3%
80,835
-4,084
ESML icon
40
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
$9.02M 0.28%
200,496
-55,266
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$8.99M 0.28%
46,473
-9,898
BIV icon
42
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$8.91M 0.28%
114,036
-1,567
IVE icon
43
iShares S&P 500 Value ETF
IVE
$47.3B
$8.71M 0.27%
42,313
+1,545
EFV icon
44
iShares MSCI EAFE Value ETF
EFV
$27.1B
$8.54M 0.26%
126,335
-25,789
OEF icon
45
iShares S&P 100 ETF
OEF
$28.9B
$8.19M 0.25%
24,696
+11,420
SMMD icon
46
iShares Russell 2500 ETF
SMMD
$1.99B
$8.14M 0.25%
110,496
+15,448
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$564B
$8.04M 0.25%
24,664
-1,596
TLH icon
48
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$6.81M 0.21%
65,997
+11,046
VTV icon
49
Vanguard Value ETF
VTV
$153B
$6.34M 0.2%
34,117
-1,567
VMBS icon
50
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$6.25M 0.19%
132,989
-333
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