SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
Cap. Flow
-$89.8M
Cap. Flow %
-3.38%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.8M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
$2.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$49.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$20.7M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPHY icon
101
SPDR Portfolio High Yield Bond ETF
SPHY
$9.12B
$619K 0.02%
+26,667
New +$619K
SCHH icon
102
Schwab US REIT ETF
SCHH
$8.37B
$602K 0.02%
42,853
+5,552
+15% +$77.9K
SPY icon
103
SPDR S&P 500 ETF Trust
SPY
$658B
$555K 0.02%
1,019
-1,452
-59% -$790K
JHEM icon
104
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$541K 0.02%
20,232
+1,303
+7% +$34.8K
HYG icon
105
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$528K 0.02%
6,846
-195
-3% -$15K
VYM icon
106
Vanguard High Dividend Yield ETF
VYM
$64B
$524K 0.02%
4,415
+504
+13% +$59.8K
LCTD icon
107
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$519K 0.02%
11,584
+499
+5% +$22.3K
JHMD icon
108
John Hancock Multifactor Developed International ETF
JHMD
$764M
$507K 0.02%
15,213
+1,191
+8% +$39.7K
JMST icon
109
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$502K 0.02%
9,886
-19,565
-66% -$993K
ICVT icon
110
iShares Convertible Bond ETF
ICVT
$2.8B
$493K 0.02%
6,264
+1,025
+20% +$80.6K
AAPL icon
111
Apple
AAPL
$3.45T
$401K 0.02%
2,080
– –
TLH icon
112
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$343K 0.01%
3,344
-180
-5% -$18.5K
NUSC icon
113
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$333K 0.01%
8,463
+640
+8% +$25.2K
HYMB icon
114
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$298K 0.01%
+11,714
New +$298K
VYMI icon
115
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
$283K 0.01%
4,136
+754
+22% +$51.7K
JHSC icon
116
John Hancock Multifactor Small Cap ETF
JHSC
$596M
$275K 0.01%
7,422
+588
+9% +$21.8K
IGSB icon
117
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$258K 0.01%
5,040
+262
+5% +$13.4K
CLOA icon
118
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.14B
$237K 0.01%
+4,571
New +$237K
OEF icon
119
iShares S&P 100 ETF
OEF
$22B
$229K 0.01%
+868
New +$229K
FALN icon
120
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$222K 0.01%
8,485
+977
+13% +$25.6K
IGRO icon
121
iShares International Dividend Growth ETF
IGRO
$1.18B
$214K 0.01%
+3,173
New +$214K
EFA icon
122
iShares MSCI EAFE ETF
EFA
$66B
$209K 0.01%
2,757
-7,601
-73% -$577K
BSCQ icon
123
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$194K 0.01%
10,125
-1,429
-12% -$27.4K
BSCP icon
124
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.03B
– –
-11,284
Closed -$231K
EEM icon
125
iShares MSCI Emerging Markets ETF
EEM
$19B
– –
-6,581
Closed -$270K
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