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
SCHK icon
101
Schwab 1000 Index ETF
SCHK
$4.89B
$934K 0.03%
28,477
+2,199
VYMI icon
102
Vanguard International High Dividend Yield ETF
VYMI
$17.7B
$870K 0.03%
9,668
+1,224
VWOB icon
103
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.95B
$867K 0.03%
12,858
+218
HYLB icon
104
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.68B
$829K 0.02%
22,512
+713
JHMD icon
105
John Hancock Multifactor Developed International ETF
JHMD
$1.18B
$796K 0.02%
19,168
+37
JHMM icon
106
John Hancock Multifactor Mid Cap ETF
JHMM
$5.04B
$717K 0.02%
10,951
-696
DGRO icon
107
iShares Core Dividend Growth ETF
DGRO
$38.6B
$700K 0.02%
10,089
+116
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$725M
$652K 0.02%
19,826
-1,480
ICVT icon
109
iShares Convertible Bond ETF
ICVT
$5.49B
$630K 0.02%
6,396
+716
VUG icon
110
Vanguard Growth ETF
VUG
$194B
$620K 0.02%
1,264
-4
LCTD icon
111
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$242M
$603K 0.02%
11,024
-1,729
RINT
112
Russell Investments International Developed Equity ETF
RINT
$124M
$597K 0.02%
+20,457
HIMU
113
iShares High Yield Muni Active ETF
HIMU
$2.64B
$551K 0.02%
11,316
+918
AAPL icon
114
Apple
AAPL
$3.86T
$500K 0.01%
1,830
DGS icon
115
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$494K 0.01%
8,627
+1,054
FNDF icon
116
Schwab Fundamental International Large Company Index ETF
FNDF
$22.8B
$473K 0.01%
10,452
+384
HYG icon
117
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$448K 0.01%
5,553
-31
FGDL icon
118
Franklin Responsibly Sourced Gold ETF
FGDL
$603M
$408K 0.01%
7,075
-441
QLTA icon
119
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.75B
$405K 0.01%
8,423
-5,992
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$36.6B
$396K 0.01%
4,458
+812
CLOA icon
121
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.57B
$396K 0.01%
7,648
+2,691
BALI icon
122
iShares U.S. Large Cap Premium Income Active ETF
BALI
$835M
$388K 0.01%
12,252
+349
REMG
123
Russell Investments Emerging Markets Equity ETF
REMG
$90.3M
$386K 0.01%
+13,075
ISTB icon
124
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.8B
$369K 0.01%
7,566
+1,528
VTES icon
125
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.66B
$341K 0.01%
3,357
+148
2 3 4
5
6