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
IQDG icon
76
WisdomTree International Quality Dividend Growth Fund
IQDG
$738M
$2.84M 0.08%
68,576
+7,124
VTEB icon
77
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.8B
$2.79M 0.08%
55,405
+7,176
SPTS icon
78
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.6B
$2.54M 0.08%
86,906
-5,109
DSI icon
79
iShares MSCI KLD 400 Social ETF
DSI
$4.89B
$2.52M 0.08%
19,591
-191
SUSC icon
80
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.39B
$2.23M 0.07%
95,186
-3,489
MUB icon
81
iShares National Muni Bond ETF
MUB
$43B
$2.12M 0.06%
19,811
+684
ITA icon
82
iShares US Aerospace & Defense ETF
ITA
$16.1B
$2.04M 0.06%
9,498
+187
PRF icon
83
Invesco FTSE RAFI US 1000 ETF
PRF
$8.98B
$1.95M 0.06%
41,471
+205
HYMB icon
84
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.03B
$1.86M 0.06%
74,393
+10,538
VB icon
85
Vanguard Small-Cap ETF
VB
$73.1B
$1.65M 0.05%
6,386
-430
SCHP icon
86
Schwab US TIPS ETF
SCHP
$15.6B
$1.62M 0.05%
61,179
+5,283
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.6M 0.05%
61,643
-2,870
VGIT icon
88
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.3B
$1.59M 0.05%
26,487
+2,628
IWR icon
89
iShares Russell Mid-Cap ETF
IWR
$49B
$1.54M 0.05%
15,998
+13,595
IJS icon
90
iShares S&P Small-Cap 600 Value ETF
IJS
$7.48B
$1.5M 0.04%
13,216
+1,165
VTEI icon
91
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.24B
$1.41M 0.04%
14,007
+399
RGLO
92
Russell Investments Global Equity ETF
RGLO
$291M
$1.36M 0.04%
+45,693
JHML icon
93
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
$1.34M 0.04%
16,729
-10,247
USRT icon
94
iShares Core US REIT ETF
USRT
$3.62B
$1.3M 0.04%
22,798
-857
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$35.9B
$1.26M 0.04%
54,754
+650
SYSB
96
iShares Systematic Bond ETF
SYSB
$854M
$1.15M 0.03%
+12,822
ESGD icon
97
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$997K 0.03%
10,480
-847
EVUS icon
98
iShares ESG Aware MSCI USA Value ETF
EVUS
$279M
$995K 0.03%
31,057
+9,012
VYM icon
99
Vanguard High Dividend Yield ETF
VYM
$74.2B
$964K 0.03%
6,716
+535
SCHH icon
100
Schwab US REIT ETF
SCHH
$9.69B
$936K 0.03%
44,637
+5,748
2 3
4
5 6