SWM

SigFig Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$47.7M
3
+$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

1
+$37.2M
2
+$37.1M
3
+$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

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$43.3B
$13.1M 0.38%
522,955
+7,582
SMMD icon
27
iShares Russell 2500 ETF
SMMD
$3.3B
$12M 0.35%
157,244
+24,373
SCHF icon
28
Schwab International Equity ETF
SCHF
$66.3B
$11.3M 0.33%
458,511
-5,996
IVE icon
29
iShares S&P 500 Value ETF
IVE
$50.5B
$11.3M 0.33%
53,694
-2,846
SCHZ icon
30
Schwab US Aggregate Bond ETF
SCHZ
$10.3B
$10.9M 0.32%
467,808
-2,017
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$10.8M 0.32%
326,253
-5,094
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$76.3B
$9.88M 0.29%
87,339
+4,489
DYNF icon
33
BlackRock US Equity Factor Rotation ETF
DYNF
$36.7B
$9.87M 0.29%
169,694
-33,136
BIV icon
34
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$9.71M 0.28%
125,857
+11,591
EFV icon
35
iShares MSCI EAFE Value ETF
EFV
$30.4B
$8.08M 0.24%
108,676
-9,592
VTV icon
36
Vanguard Value ETF
VTV
$178B
$7.79M 0.23%
39,727
+2,248
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$657B
$7.24M 0.21%
22,667
-1,077
VMBS icon
38
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.2B
$6.96M 0.2%
148,163
+12,119
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.84B
$6.7M 0.2%
97,467
+9,990
GOVT icon
40
iShares US Treasury Bond ETF
GOVT
$41.7B
$6.58M 0.19%
287,200
+232,446
SPYG icon
41
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.9B
$6.52M 0.19%
66,638
-51,922
BND icon
42
Vanguard Total Bond Market
BND
$153B
$6.08M 0.18%
82,538
-1,061
MBB icon
43
iShares MBS ETF
MBB
$38.8B
$5.91M 0.17%
62,261
+2,585
TLH icon
44
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$5.9M 0.17%
58,607
-4,878
IWB icon
45
iShares Russell 1000 ETF
IWB
$48.9B
$5.76M 0.17%
16,146
-99
EFG icon
46
iShares MSCI EAFE Growth ETF
EFG
$15.8B
$5.17M 0.15%
46,387
+43,822
VXF icon
47
Vanguard Extended Market ETF
VXF
$29.7B
$5.11M 0.15%
24,811
-3,828
SPHY icon
48
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$5.11M 0.15%
218,945
+34,809
BAI
49
iShares A.I. Innovation and Tech Active ETF
BAI
$16.3B
$4.84M 0.14%
146,885
+7,465
QUAL icon
50
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
$4.76M 0.14%
24,834
-4,401
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