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
MTUM icon
51
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
$6.27M 0.21%
26,385
+14,930
VMBS icon
52
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$6.16M 0.2%
133,322
+1,277
IWB icon
53
iShares Russell 1000 ETF
IWB
$45.4B
$5.85M 0.19%
17,340
+217
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.71B
$5.84M 0.19%
84,747
+1,196
TLH icon
55
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$5.54M 0.18%
54,951
+18,608
MBB icon
56
iShares MBS ETF
MBB
$41.4B
$5.18M 0.17%
55,404
-336
VTEB icon
57
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$4.7M 0.16%
95,996
-35,000
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$4.29M 0.14%
51,809
-1,434
BINC icon
59
BlackRock Flexible Income ETF
BINC
$12.5B
$4.25M 0.14%
80,605
+1,411
INTF icon
60
iShares International Equity Factor ETF
INTF
$2.64B
$4.23M 0.14%
123,649
+4,696
EFG icon
61
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$4.11M 0.14%
36,810
-4,430
OEF icon
62
iShares S&P 100 ETF
OEF
$27.6B
$4.02M 0.13%
13,276
+3,955
THRO
63
iShares U.S. Thematic Rotation Active ETF
THRO
$6.45B
$3.99M 0.13%
112,823
+105,570
BCI icon
64
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.82B
$3.99M 0.13%
191,010
+26,158
PCY icon
65
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$3.95M 0.13%
195,065
+5,890
VV icon
66
Vanguard Large-Cap ETF
VV
$46.8B
$3.9M 0.13%
13,721
+1,014
IAGG icon
67
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$3.54M 0.12%
+69,283
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$3.51M 0.12%
56,669
+11,631
LCTU icon
69
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.4B
$3.46M 0.11%
51,745
+2,022
IYW icon
70
iShares US Technology ETF
IYW
$22.9B
$3.23M 0.11%
18,791
-2,480
TIP icon
71
iShares TIPS Bond ETF
TIP
$13.8B
$3.11M 0.1%
28,344
-1,022
SPHY icon
72
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$2.9M 0.1%
122,337
+32,727
VB icon
73
Vanguard Small-Cap ETF
VB
$66.5B
$2.86M 0.09%
12,059
+1,894
FREL icon
74
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$2.84M 0.09%
105,737
-3,121
SPTS icon
75
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.76B
$2.81M 0.09%
96,106
-4,769
1 2
3
4 5