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
SHY icon
51
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$4.74M 0.14%
57,430
+1,464
INTF icon
52
iShares International Equity Factor ETF
INTF
$3.36B
$4.63M 0.14%
118,892
+778
MTUM icon
53
iShares MSCI USA Momentum Factor ETF
MTUM
$22.8B
$4.43M 0.13%
18,479
+3,028
THRO
54
iShares U.S. Thematic Rotation Active ETF
THRO
$8.06B
$4.4M 0.13%
121,444
+5,057
IAGG icon
55
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
$4.13M 0.12%
82,528
+5,472
VV icon
56
Vanguard Large-Cap ETF
VV
$49.2B
$3.99M 0.12%
13,350
+1,316
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.9B
$3.85M 0.11%
74,175
-14,159
PCY icon
58
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$3.85M 0.11%
184,022
+2,217
IJH icon
59
iShares Core S&P Mid-Cap ETF
IJH
$113B
$3.81M 0.11%
56,436
-1,565
IWX icon
60
iShares Russell Top 200 Value ETF
IWX
$3.65B
$3.78M 0.11%
40,777
-10,575
BCI icon
61
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.52B
$3.78M 0.11%
155,536
-25,213
VTEB icon
62
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42B
$3.42M 0.1%
68,472
+13,067
TIP icon
63
iShares TIPS Bond ETF
TIP
$14.2B
$3.36M 0.1%
30,483
+321
LCTU icon
64
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$3.3M 0.1%
47,049
-4,114
BLCR icon
65
BlackRock Large Cap Core ETF
BLCR
$4.58B
$3.28M 0.1%
+79,877
IDEF
66
iShares Defense Industrials Active ETF
IDEF
$3.55B
$3.19M 0.09%
+97,437
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$16.1B
$3.15M 0.09%
22,286
+126
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$3.08M 0.09%
114,594
-1,480
PXH icon
69
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.95B
$3.04M 0.09%
112,888
+1,137
IQDG icon
70
WisdomTree International Quality Dividend Growth Fund
IQDG
$732M
$2.96M 0.09%
73,681
+5,105
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
$2.94M 0.09%
121,068
+16
PRF icon
72
Invesco FTSE RAFI US 1000 ETF
PRF
$9.23B
$2.45M 0.07%
51,593
+10,122
SPTS icon
73
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.22B
$2.44M 0.07%
83,635
-3,271
HYMB icon
74
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.88B
$2.29M 0.07%
92,438
+18,045
SUSC icon
75
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
$2.28M 0.07%
98,454
+3,268
1 2
3
4 5