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
PXH icon
76
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.66B
$2.75M 0.09%
117,452
+18,400
SCHO icon
77
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$2.57M 0.09%
105,686
+1,900
MUB icon
78
iShares National Muni Bond ETF
MUB
$40.2B
$2.54M 0.08%
24,318
-2,279
ESGU icon
79
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$2.46M 0.08%
18,339
+2,480
DSI icon
80
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
$2.31M 0.08%
19,967
-28
JHML icon
81
John Hancock Multifactor Large Cap ETF
JHML
$1.06B
$2.26M 0.07%
30,929
-633
IHDG icon
82
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
$2.16M 0.07%
47,832
+5,001
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.25B
$2.02M 0.07%
87,472
+12,805
IAU icon
84
iShares Gold Trust
IAU
$60.6B
$1.78M 0.06%
28,800
-10,270
SPIP icon
85
State Street SPDR Portfolio TIPS ETF
SPIP
$980M
$1.73M 0.06%
66,724
-3,131
VUG icon
86
Vanguard Growth ETF
VUG
$200B
$1.64M 0.05%
3,763
-1,687
PRF icon
87
Invesco FTSE RAFI US 1000 ETF
PRF
$8.62B
$1.61M 0.05%
38,340
+397
SCHP icon
88
Schwab US TIPS ETF
SCHP
$14.3B
$1.61M 0.05%
60,445
+3,038
BAI
89
iShares A.I. Innovation and Tech Active ETF
BAI
$5.52B
$1.45M 0.05%
+50,665
VGIT icon
90
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$1.42M 0.05%
23,790
+5,935
USRT icon
91
iShares Core US REIT ETF
USRT
$3.12B
$1.37M 0.05%
24,401
-912
IWM icon
92
iShares Russell 2000 ETF
IWM
$69.5B
$1.37M 0.05%
6,362
-229
HYMB icon
93
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$1.23M 0.04%
49,883
+12,932
STIP icon
94
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$1.22M 0.04%
+11,906
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$28.2B
$1.17M 0.04%
50,946
+957
IJS icon
96
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
$1.13M 0.04%
11,333
+1,911
SCHH icon
97
Schwab US REIT ETF
SCHH
$8.21B
$992K 0.03%
47,265
-357
ESGD icon
98
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.2B
$872K 0.03%
+9,790
VWOB icon
99
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$855K 0.03%
13,134
+2,856
HYLB icon
100
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$810K 0.03%
22,005
+2,019
2 3
4
5 6