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
HYLB icon
101
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.99B
$809K 0.03%
21,799
-206
JHMD icon
102
John Hancock Multifactor Developed International ETF
JHMD
$857M
$763K 0.02%
19,131
+1,158
JHMM icon
103
John Hancock Multifactor Mid Cap ETF
JHMM
$4.56B
$752K 0.02%
11,647
-874
VYMI icon
104
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$712K 0.02%
8,444
+876
QLTA icon
105
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.72B
$699K 0.02%
14,415
+418
EVUS icon
106
iShares ESG Aware MSCI USA Value ETF
EVUS
$244M
$692K 0.02%
+22,045
LCTD icon
107
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$223M
$676K 0.02%
12,753
-75
DGRO icon
108
iShares Core Dividend Growth ETF
DGRO
$35.6B
$675K 0.02%
9,973
+88
JHEM icon
109
John Hancock Multifactor Emerging Markets ETF
JHEM
$626M
$672K 0.02%
21,306
-910
VUG icon
110
Vanguard Growth ETF
VUG
$201B
$605K 0.02%
1,268
-2,495
EFG icon
111
iShares MSCI EAFE Growth ETF
EFG
$9.4B
$601K 0.02%
5,308
-31,502
ICVT icon
112
iShares Convertible Bond ETF
ICVT
$3.72B
$568K 0.02%
5,680
+929
HIMU
113
iShares High Yield Muni Active ETF
HIMU
$2.33B
$510K 0.02%
10,398
+2,294
AAPL icon
114
Apple
AAPL
$4.12T
$468K 0.01%
1,830
HYG icon
115
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$454K 0.01%
5,584
-179
FNDF icon
116
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$432K 0.01%
10,068
+157
DGS icon
117
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$431K 0.01%
7,573
+2,027
FGDL icon
118
Franklin Responsibly Sourced Gold ETF
FGDL
$439M
$385K 0.01%
+7,516
BALI icon
119
iShares U.S. Large Cap Premium Income Active ETF
BALI
$628M
$377K 0.01%
11,903
+172
BIDD
120
iShares International Dividend Active ETF
BIDD
$467M
$335K 0.01%
12,066
+175
VNQ icon
121
Vanguard Real Estate ETF
VNQ
$34.2B
$333K 0.01%
3,646
+162
VTES icon
122
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
$327K 0.01%
3,209
+528
IGRO icon
123
iShares International Dividend Growth ETF
IGRO
$1.11B
$324K 0.01%
4,100
-27
JHSC icon
124
John Hancock Multifactor Small Cap ETF
JHSC
$640M
$312K 0.01%
7,491
-705
ISTB icon
125
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
$295K 0.01%
6,038
+1,001
2 3 4
5
6