SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.31%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.72B
AUM Growth
+$2.72B
Cap. Flow
-$33.9M
Cap. Flow %
-1.24%
Top 10 Hldgs %
62.7%
Holding
133
New
17
Increased
56
Reduced
53
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.1M
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.2M
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
$4.08M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
$6.24M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ITM icon
101
VanEck Intermediate Muni ETF
ITM
$1.94B
$758K 0.03%
16,293
-6,345
-28% -$295K
DGRO icon
102
iShares Core Dividend Growth ETF
DGRO
$33.7B
$694K 0.03%
11,961
+863
+8% +$50.1K
HYLB icon
103
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$681K 0.03%
19,069
+204
+1% +$7.29K
IFRA icon
104
iShares US Infrastructure ETF
IFRA
$2.94B
$674K 0.02%
15,549
-746
-5% -$32.3K
SMMD icon
105
iShares Russell 2500 ETF
SMMD
$1.62B
$640K 0.02%
9,761
+6,119
+168% +$401K
SCHH icon
106
Schwab US REIT ETF
SCHH
$8.37B
$604K 0.02%
37,301
-330
-0.9% -$5.34K
JHMM icon
107
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$601K 0.02%
10,470
+1,404
+15% +$80.6K
VWOB icon
108
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$563K 0.02%
8,817
-587
-6% -$37.5K
HYG icon
109
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$547K 0.02%
7,041
-235
-3% -$18.3K
LCTD icon
110
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$506K 0.02%
11,085
-82
-0.7% -$3.75K
JHEM icon
111
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$491K 0.02%
18,929
+2,706
+17% +$70.2K
JHMD icon
112
John Hancock Multifactor Developed International ETF
JHMD
$764M
$484K 0.02%
14,022
+1,890
+16% +$65.3K
VYM icon
113
Vanguard High Dividend Yield ETF
VYM
$64B
$473K 0.02%
3,911
-419
-10% -$50.7K
ICVT icon
114
iShares Convertible Bond ETF
ICVT
$2.8B
$418K 0.02%
+5,239
New +$418K
AAPL icon
115
Apple
AAPL
$3.45T
$389K 0.01%
2,080
– –
TLH icon
116
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$370K 0.01%
3,524
+456
+15% +$47.9K
IJS icon
117
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$345K 0.01%
3,357
-58,016
-95% -$5.96M
NUSC icon
118
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$325K 0.01%
+7,823
New +$325K
EEM icon
119
iShares MSCI Emerging Markets ETF
EEM
$19B
$270K 0.01%
6,581
-2,499
-28% -$103K
JHSC icon
120
John Hancock Multifactor Small Cap ETF
JHSC
$596M
$263K 0.01%
6,834
+1,011
+17% +$38.9K
SUB icon
121
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$252K 0.01%
2,410
-53
-2% -$5.55K
IGSB icon
122
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$245K 0.01%
+4,778
New +$245K
VYMI icon
123
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
$233K 0.01%
+3,382
New +$233K
BSCP icon
124
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.03B
$231K 0.01%
+11,284
New +$231K
BSCO
125
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$230K 0.01%
+10,991
New +$230K
2 3 4
5
6