SWM

SigFig Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$47.7M
3
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

1
+$37.2M
2
+$37.1M
3
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
76
iShares MSCI KLD 400 Social ETF
DSI
$5.03B
$2.17M 0.06%
17,946
-1,645
MUB icon
77
iShares National Muni Bond ETF
MUB
$43.5B
$2.05M 0.06%
19,277
-534
COWZ icon
78
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$2M 0.06%
+32,046
XMMO icon
79
Invesco S&P MidCap Momentum ETF
XMMO
$6.28B
$1.92M 0.06%
+13,207
EAGG icon
80
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.7B
$1.84M 0.05%
38,684
-714,129
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$51.4B
$1.76M 0.05%
18,059
+2,061
VGIT icon
82
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
$1.74M 0.05%
29,179
+2,692
SCHP icon
83
Schwab US TIPS ETF
SCHP
$15.7B
$1.65M 0.05%
61,917
+738
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$7.51B
$1.65M 0.05%
13,907
+691
USXF icon
85
iShares ESG Advanced MSCI USA ETF
USXF
$1.28B
$1.63M 0.05%
29,588
-640,667
VB icon
86
Vanguard Small-Cap ETF
VB
$75.5B
$1.53M 0.04%
5,851
-535
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$998M
$1.52M 0.04%
58,579
-3,064
VTEI icon
88
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.33B
$1.52M 0.04%
15,199
+1,192
IAU icon
89
iShares Gold Trust
IAU
$76.8B
$1.46M 0.04%
16,560
-27,378
ESGE icon
90
iShares ESG Aware MSCI EM ETF
ESGE
$6.54B
$1.43M 0.04%
31,430
-270,785
RGLO
91
Russell Investments Global Equity ETF
RGLO
$303M
$1.36M 0.04%
47,050
+1,357
USRT icon
92
iShares Core US REIT ETF
USRT
$3.69B
$1.29M 0.04%
21,851
-947
JHML icon
93
John Hancock Multifactor Large Cap ETF
JHML
$1.09B
$1.29M 0.04%
16,512
-217
SCHK icon
94
Schwab 1000 Index ETF
SCHK
$5.13B
$1.21M 0.04%
38,528
+10,051
SYSB
95
iShares Systematic Bond ETF
SYSB
$1.07B
$1.2M 0.04%
13,524
+702
VYMI icon
96
Vanguard International High Dividend Yield ETF
VYMI
$18.9B
$1.08M 0.03%
11,430
+1,762
EVUS icon
97
iShares ESG Aware MSCI USA Value ETF
EVUS
$296M
$1.03M 0.03%
32,218
+1,161
SCHH icon
98
Schwab US REIT ETF
SCHH
$9.82B
$957K 0.03%
44,533
-104
LMUB
99
iShares Long-Term National Muni Bond ETF
LMUB
$1.43B
$929K 0.03%
+18,613
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$75.4B
$897K 0.03%
6,054
-662
2 3
4
5 6