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
$3.23B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$35.1M
3
+$31.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.2M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.4M

Top Sells

1
+$111M
2
+$43.7M
3
+$18.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$10M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.94M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
51
Vanguard Total Bond Market
BND
$142B
$6.22M 0.19%
83,654
-3,137
IWB icon
52
iShares Russell 1000 ETF
IWB
$45.4B
$6.16M 0.19%
16,946
-394
VXF icon
53
Vanguard Extended Market ETF
VXF
$24.8B
$6.02M 0.19%
28,680
-528,248
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.8B
$6M 0.19%
84,448
-299
MBB icon
55
iShares MBS ETF
MBB
$39.1B
$5.57M 0.17%
58,506
+3,102
SPMO icon
56
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$5.46M 0.17%
45,259
-83,105
BINC icon
57
BlackRock Flexible Income ETF
BINC
$14.3B
$4.6M 0.14%
86,363
+5,758
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$4.52M 0.14%
54,504
+2,695
BAI
59
iShares A.I. Innovation and Tech Active ETF
BAI
$7.9B
$4.48M 0.14%
131,466
+80,801
INTF icon
60
iShares International Equity Factor ETF
INTF
$2.79B
$4.32M 0.13%
120,792
-2,857
THRO
61
iShares U.S. Thematic Rotation Active ETF
THRO
$6.9B
$4.27M 0.13%
113,216
+393
BCI icon
62
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.01B
$4.11M 0.13%
190,767
-243
IWY icon
63
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$3.93M 0.12%
+14,460
IAGG icon
64
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$3.85M 0.12%
74,990
+5,707
PCY icon
65
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$3.79M 0.12%
176,639
-18,426
VV icon
66
Vanguard Large-Cap ETF
VV
$47.3B
$3.75M 0.12%
12,216
-1,505
LCTU icon
67
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$3.72M 0.11%
51,391
-354
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$101B
$3.67M 0.11%
56,254
-415
ESGU icon
69
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$3.57M 0.11%
24,574
+6,235
SPHY icon
70
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$3.54M 0.11%
147,732
+25,395
IAU icon
71
iShares Gold Trust
IAU
$65.9B
$3.3M 0.1%
45,800
+17,000
TIP icon
72
iShares TIPS Bond ETF
TIP
$14.5B
$3.23M 0.1%
29,082
+738
FREL icon
73
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$2.93M 0.09%
105,849
+112
PXH icon
74
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$2.89M 0.09%
113,861
-3,591
MTUM icon
75
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$2.8M 0.09%
10,960
-15,425
1 2
3
4 5