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
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMXF icon
26
iShares ESG Advanced MSCI EAFE ETF
DMXF
$706M
$17.2M 0.57%
231,283
-444
SPMO icon
27
Invesco S&P 500 Momentum ETF
SPMO
$16.6B
$14.4M 0.48%
128,364
+38,914
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$13.9M 0.46%
281,483
+1,873
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$37.7B
$13.9M 0.46%
584,815
+15,904
SPEM icon
30
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$13.8M 0.46%
323,023
-17,059
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$69.6B
$13.1M 0.43%
265,554
-34,640
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.8B
$12.4M 0.41%
157,488
+1,584
SPAB icon
33
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
$12.4M 0.41%
484,543
+29,850
SCHF icon
34
Schwab International Equity ETF
SCHF
$52.2B
$11.9M 0.4%
541,624
-25,282
ESGE icon
35
iShares ESG Aware MSCI EM ETF
ESGE
$5.57B
$11.6M 0.38%
297,302
+4,127
SCHE icon
36
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$11.4M 0.38%
379,446
-10,258
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$10.6M 0.35%
255,762
+16,849
SPYG icon
38
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.3B
$10.3M 0.34%
108,452
+56,985
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$53.4B
$10.2M 0.34%
56,371
+1,271
SCHZ icon
40
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$10.2M 0.34%
441,479
-1,065
HYXF icon
41
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
$9.85M 0.33%
208,110
+4,391
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$27.5B
$9.66M 0.32%
152,124
+44,345
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$67.4B
$9.3M 0.31%
84,919
-9,561
DYNF icon
44
BlackRock US Equity Factor Rotation ETF
DYNF
$26.5B
$9.23M 0.31%
170,274
-207
BIV icon
45
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$8.91M 0.29%
115,603
+3,688
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$550B
$7.94M 0.26%
26,260
-517
IVE icon
47
iShares S&P 500 Value ETF
IVE
$42B
$7.92M 0.26%
40,768
+5,477
SMMD icon
48
iShares Russell 2500 ETF
SMMD
$1.7B
$6.42M 0.21%
95,048
+25,551
BND icon
49
Vanguard Total Bond Market
BND
$137B
$6.37M 0.21%
86,791
-2,256
VTV icon
50
Vanguard Value ETF
VTV
$146B
$6.3M 0.21%
35,684
+919
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