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
SCHO icon
76
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$2.72M 0.08%
111,536
+5,850
SPTS icon
77
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$2.7M 0.08%
92,015
-4,091
DSI icon
78
iShares MSCI KLD 400 Social ETF
DSI
$5.02B
$2.48M 0.08%
19,782
-185
IQDG icon
79
WisdomTree International Quality Dividend Growth Fund
IQDG
$735M
$2.44M 0.08%
+61,452
VTEB icon
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$2.41M 0.07%
48,229
-47,767
SUSC icon
81
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$2.33M 0.07%
98,675
+11,203
JHML icon
82
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
$2.11M 0.07%
26,976
-3,953
MUB icon
83
iShares National Muni Bond ETF
MUB
$41.4B
$2.04M 0.06%
19,127
-5,191
ITA icon
84
iShares US Aerospace & Defense ETF
ITA
$11.8B
$1.91M 0.06%
+9,311
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$8.51B
$1.86M 0.06%
41,266
+2,926
VB icon
86
Vanguard Small-Cap ETF
VB
$69.2B
$1.73M 0.05%
6,816
-5,243
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$982M
$1.69M 0.05%
64,513
-2,211
HYMB icon
88
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.81B
$1.59M 0.05%
63,855
+13,972
SCHP icon
89
Schwab US TIPS ETF
SCHP
$14.7B
$1.5M 0.05%
55,896
-4,549
VGIT icon
90
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$1.43M 0.04%
23,859
+69
USRT icon
91
iShares Core US REIT ETF
USRT
$3.3B
$1.38M 0.04%
23,655
-746
VTEI icon
92
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1B
$1.36M 0.04%
13,608
+5,729
IJS icon
93
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$1.33M 0.04%
12,051
+718
STIP icon
94
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$1.32M 0.04%
12,748
+842
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$33.3B
$1.25M 0.04%
54,104
+3,158
ESGD icon
96
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$1.05M 0.03%
11,327
+1,537
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$68B
$868K 0.03%
6,181
+290
VWOB icon
98
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.28B
$847K 0.03%
12,640
-494
SCHK icon
99
Schwab 1000 Index ETF
SCHK
$4.83B
$841K 0.03%
26,278
+111
SCHH icon
100
Schwab US REIT ETF
SCHH
$8.43B
$832K 0.03%
38,889
-8,376
2 3
4
5 6