SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.64M
3
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

1
+$5.46M
2
+$3.93M
3
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

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
$116B
$14.5M 0.43%
268,704
-1,671
SPAB icon
27
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.25B
$13.8M 0.41%
533,811
+25,391
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$76.6B
$13.7M 0.41%
283,807
+16,743
SPEM icon
29
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$13.7M 0.41%
291,685
-16,664
SCHB icon
30
Schwab US Broad Market ETF
SCHB
$38.7B
$13.7M 0.41%
515,373
-13,251
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.62B
$13.3M 0.4%
302,215
+1,356
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$43.6B
$13.1M 0.39%
165,762
+7,563
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$12.7M 0.38%
118,560
+5,078
DYNF icon
34
BlackRock US Equity Factor Rotation ETF
DYNF
$32.5B
$12.3M 0.37%
202,830
+3,357
IVE icon
35
iShares S&P 500 Value ETF
IVE
$50.5B
$12M 0.36%
56,540
+14,227
HYXF icon
36
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$198M
$11.3M 0.34%
239,468
+9,660
SCHF icon
37
Schwab International Equity ETF
SCHF
$62.7B
$11.2M 0.34%
464,507
-19,698
SCHZ icon
38
Schwab US Aggregate Bond ETF
SCHZ
$10.1B
$11M 0.33%
469,825
+43,406
SCHE icon
39
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$10.9M 0.33%
331,347
-7,460
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$64.1B
$10.2M 0.3%
82,850
+2,015
SMMD icon
41
iShares Russell 2500 ETF
SMMD
$2.36B
$9.96M 0.3%
132,871
+22,375
ESML icon
42
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.32B
$9.1M 0.27%
197,887
-2,609
BIV icon
43
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$8.9M 0.27%
114,266
+230
OEF icon
44
iShares S&P 100 ETF
OEF
$28.5B
$8.6M 0.26%
25,086
+390
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$31.3B
$8.45M 0.25%
118,268
-8,067
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$582B
$8.03M 0.24%
23,744
-920
VTV icon
47
Vanguard Value ETF
VTV
$171B
$7.16M 0.21%
37,479
+3,362
TLH icon
48
iShares 10-20 Year Treasury Bond ETF
TLH
$12.8B
$6.45M 0.19%
63,485
-2,512
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$6.4M 0.19%
136,044
+3,055
BND icon
50
Vanguard Total Bond Market
BND
$152B
$6.19M 0.18%
83,599
-55
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