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
DMXF icon
101
iShares ESG Advanced MSCI EAFE ETF
DMXF
$867M
$889K 0.03%
11,780
-221,368
HYLB icon
102
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.31B
$874K 0.03%
24,179
+1,667
VWOB icon
103
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.98B
$852K 0.03%
12,973
+115
JHMD icon
104
John Hancock Multifactor Developed International ETF
JHMD
$1.26B
$804K 0.02%
18,970
-198
JHMM icon
105
John Hancock Multifactor Mid Cap ETF
JHMM
$5.15B
$730K 0.02%
10,878
-73
DGRO icon
106
iShares Core Dividend Growth ETF
DGRO
$38.9B
$728K 0.02%
10,371
+282
ESGD icon
107
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$678K 0.02%
7,089
-3,391
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$891M
$665K 0.02%
19,398
-428
RINT
109
Russell Investments International Developed Equity ETF
RINT
$130M
$608K 0.02%
20,882
+425
VUG icon
110
Vanguard Growth ETF
VUG
$207B
$580K 0.02%
1,328
+64
DGS icon
111
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.79B
$559K 0.02%
9,304
+677
FNDF icon
112
Schwab Fundamental International Large Company Index ETF
FNDF
$22.9B
$548K 0.02%
11,190
+738
CLOA icon
113
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.02B
$510K 0.01%
9,838
+2,190
LCTD icon
114
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$243M
$509K 0.01%
9,208
-1,816
AAPL icon
115
Apple
AAPL
$3.87T
$467K 0.01%
1,838
+8
VNQ icon
116
Vanguard Real Estate ETF
VNQ
$36.6B
$452K 0.01%
5,079
+621
HYG icon
117
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$433K 0.01%
5,442
-111
ISTB icon
118
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.75B
$425K 0.01%
8,775
+1,209
REMG
119
Russell Investments Emerging Markets Equity ETF
REMG
$95.6M
$410K 0.01%
13,307
+232
BALI icon
120
iShares U.S. Large Cap Premium Income Active ETF
BALI
$907M
$398K 0.01%
12,909
+657
VTES icon
121
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.84B
$393K 0.01%
3,881
+524
ICVT icon
122
iShares Convertible Bond ETF
ICVT
$5.62B
$339K 0.01%
3,332
-3,064
SPMD icon
123
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.6B
$333K 0.01%
5,625
+1,329
TFI icon
124
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.11B
$314K 0.01%
+6,918
QLTA icon
125
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.66B
$309K 0.01%
6,498
-1,925
2 3 4
5
6