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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
MTUM icon
51
iShares MSCI USA Momentum Factor ETF
MTUM
$26.7B
$4.65M 0.12%
13,843
-4,636
-25% -$1.38M
BLCR icon
52
BlackRock Large Cap Core ETF
BLCR
$6.41B
$4.45M 0.12%
89,141
+9,264
+12% +$445K
VV icon
53
Vanguard Large-Cap ETF
VV
$53.1B
$4.34M 0.12%
12,715
-635
-5% -$212K
IALT
54
iShares Systematic Alternatives Active ETF
IALT
$5.02B
$4.16M 0.11%
+147,878
New +$4.15M
PCY icon
55
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$4.14M 0.11%
190,633
+6,611
+4% +$142K
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.11M 0.11%
53,698
-2,738
-5% -$201K
VTEB icon
57
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$4.05M 0.11%
80,055
+11,583
+17% +$582K
CORO
58
iShares International Country Rotation Active ETF
CORO
$7.66B
$3.92M 0.1%
+107,860
New +$3.81M
IDEF
59
iShares Defense Industrials Active ETF
IDEF
$4.05B
$3.67M 0.1%
117,322
+19,885
+20% +$657K
LCTU icon
60
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.5B
$3.58M 0.1%
45,034
-2,015
-4% -$156K
ESGU icon
61
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$3.54M 0.09%
21,765
-521
-2% -$82.4K
GGOV
62
iShares Global Government Bond USD Hedged Active ETF
GGOV
$2.89B
$3.46M 0.09%
+68,509
New +$3.42M
BCI icon
63
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$3.44M 0.09%
155,594
+58
+0% +$1.41K
FREL icon
64
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$3.38M 0.09%
113,284
-1,310
-1% -$38K
EFV icon
65
iShares MSCI EAFE Value ETF
EFV
$26.2B
$3.36M 0.09%
43,820
-64,856
-60% -$5.02M
TIP icon
66
iShares TIPS Bond ETF
TIP
$14.4B
$3.24M 0.09%
29,512
-971
-3% -$107K
IQDG icon
67
WisdomTree International Quality Dividend Growth Fund
IQDG
$709M
$3.22M 0.09%
74,859
+1,178
+2% +$50.1K
THRO
68
iShares U.S. Thematic Rotation Active ETF
THRO
$6.48B
$3.19M 0.08%
74,868
-46,576
-38% -$1.93M
SCHO icon
69
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$2.97M 0.08%
123,085
+2,017
+2% +$48.8K
VGIT icon
70
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$2.96M 0.08%
50,028
+20,849
+71% +$1.23M
PXH icon
71
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.91B
$2.95M 0.08%
106,364
-6,524
-6% -$186K
HYMB icon
72
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$2.78M 0.07%
109,265
+16,827
+18% +$423K
PRF icon
73
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$2.63M 0.07%
48,682
-2,911
-6% -$152K
DSI icon
74
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
$2.47M 0.07%
17,526
-420
-2% -$57.6K
SPTS icon
75
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$2.39M 0.06%
82,327
-1,308
-2% -$38K
1 2
3
4 5

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ABC
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GL
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SCA
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ACH
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AIM
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