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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
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$14.4M 0.38%
281,548
-5,226
-2% -$267K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$44.7B
$14.3M 0.38%
183,517
+1,967
+1% +$154K
SPYG icon
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$12.9M 0.34%
110,263
+43,625
+65% +$4.99M
SCHF icon
29
Schwab International Equity ETF
SCHF
$66.5B
$12.6M 0.33%
456,464
-2,047
-0.4% -$55.2K
SCHE icon
30
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$11.7M 0.31%
326,107
-146
-0% -$5.21K
IVW icon
31
iShares S&P 500 Growth ETF
IVW
$75.5B
$11.4M 0.3%
84,432
-2,907
-3% -$384K
DYNF icon
32
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
$11.4M 0.3%
168,621
-1,073
-0.6% -$69.8K
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$11.2M 0.3%
482,157
+14,349
+3% +$332K
BIV icon
34
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$10.1M 0.27%
130,756
+4,899
+4% +$376K
IVE icon
35
iShares S&P 500 Value ETF
IVE
$48.6B
$9.72M 0.26%
42,796
-10,898
-20% -$2.43M
VTV icon
36
Vanguard Value ETF
VTV
$186B
$8.64M 0.23%
39,529
-198
-0.5% -$41.3K
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$668B
$8.16M 0.22%
22,344
-323
-1% -$115K
GOVT icon
38
iShares US Treasury Bond ETF
GOVT
$43.6B
$7.2M 0.19%
314,903
+27,703
+10% +$631K
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$7M 0.19%
148,909
+746
+0.5% +$34.9K
BLV icon
40
Vanguard Long-Term Bond ETF
BLV
$5.84B
$6.83M 0.18%
98,063
+596
+0.6% +$40.9K
MBB icon
41
iShares MBS ETF
MBB
$39.3B
$6.51M 0.17%
68,576
+6,315
+10% +$597K
SPHY icon
42
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$6.18M 0.16%
263,612
+44,667
+20% +$1.05M
IWB icon
43
iShares Russell 1000 ETF
IWB
$48.7B
$6.14M 0.16%
15,111
-1,035
-6% -$410K
BND icon
44
Vanguard Total Bond Market
BND
$159B
$6.02M 0.16%
81,612
-926
-1% -$67.9K
EFG icon
45
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$6.01M 0.16%
48,755
+2,368
+5% +$286K
VXF icon
46
Vanguard Extended Market ETF
VXF
$30.8B
$6M 0.16%
24,590
-221
-0.9% -$50.6K
BAI
47
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$5.77M 0.15%
113,468
-33,417
-23% -$1.52M
TLH icon
48
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$4.81M 0.13%
47,481
-11,126
-19% -$1.11M
SHY icon
49
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$4.74M 0.13%
57,713
+283
+0.5% +$23.3K
INTF icon
50
iShares International Equity Factor ETF
INTF
$3.55B
$4.71M 0.12%
115,189
-3,703
-3% -$152K
1
2
3 4 5

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ABC
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ACH
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AIM
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