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
IWB icon
51
iShares Russell 1000 ETF
IWB
$45.9B
$6.14M 0.18%
16,245
-701
BLV icon
52
Vanguard Long-Term Bond ETF
BLV
$6.05B
$6.08M 0.18%
87,477
+3,029
VXF icon
53
Vanguard Extended Market ETF
VXF
$25.8B
$5.99M 0.18%
28,639
-41
QUAL icon
54
iShares MSCI USA Quality Factor ETF
QUAL
$49.9B
$5.81M 0.17%
29,235
-17,238
MBB icon
55
iShares MBS ETF
MBB
$39.5B
$5.68M 0.17%
59,676
+1,170
IWX icon
56
iShares Russell Top 200 Value ETF
IWX
$3.58B
$4.72M 0.14%
+51,352
BINC icon
57
BlackRock Flexible Income ETF
BINC
$17.3B
$4.66M 0.14%
88,334
+1,971
BAI
58
iShares A.I. Innovation and Tech Active ETF
BAI
$8.9B
$4.64M 0.14%
139,420
+7,954
SHY icon
59
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$4.63M 0.14%
55,966
+1,462
THRO
60
iShares U.S. Thematic Rotation Active ETF
THRO
$7.33B
$4.49M 0.13%
116,387
+3,171
INTF icon
61
iShares International Equity Factor ETF
INTF
$3.27B
$4.46M 0.13%
118,114
-2,678
SPHY icon
62
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$4.36M 0.13%
184,136
+36,404
PCY icon
63
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.46B
$3.96M 0.12%
181,805
+5,166
MTUM icon
64
iShares MSCI USA Momentum Factor ETF
MTUM
$21.1B
$3.87M 0.12%
15,451
+4,491
IAGG icon
65
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$3.85M 0.11%
77,056
+2,066
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$111B
$3.83M 0.11%
58,001
+1,747
LCTU icon
67
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.43B
$3.79M 0.11%
51,163
-228
VV icon
68
Vanguard Large-Cap ETF
VV
$47.1B
$3.79M 0.11%
12,034
-182
IAU icon
69
iShares Gold Trust
IAU
$85.9B
$3.57M 0.11%
43,938
-1,862
BCI icon
70
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.31B
$3.53M 0.11%
180,749
-10,018
TIP icon
71
iShares TIPS Bond ETF
TIP
$14.3B
$3.32M 0.1%
30,162
+1,080
ESGU icon
72
iShares ESG Aware MSCI USA ETF
ESGU
$15.6B
$3.3M 0.1%
22,160
-2,414
FREL icon
73
Fidelity MSCI Real Estate Index ETF
FREL
$1.41B
$3.13M 0.09%
116,074
+10,225
SCHO icon
74
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$2.95M 0.09%
121,052
+9,516
PXH icon
75
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$2.88M 0.09%
111,751
-2,110
1 2
3
4 5