SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
Cap. Flow
-$42.9M
Cap. Flow %
-1.56%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$19.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$17.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHH icon
101
Schwab US REIT ETF
SCHH
$8.37B
$596K 0.02%
42,830
-23
-0.1% -$320
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$64B
$586K 0.02%
4,590
+175
+4% +$22.4K
ICVT icon
103
iShares Convertible Bond ETF
ICVT
$2.8B
$537K 0.02%
6,434
+170
+3% +$14.2K
HYG icon
104
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$534K 0.02%
6,641
-205
-3% -$16.5K
HYMB icon
105
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$500K 0.02%
19,088
+7,374
+63% +$193K
TLH icon
106
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$370K 0.01%
3,369
+25
+0.7% +$2.74K
CLOA icon
107
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.14B
$347K 0.01%
6,675
+2,104
+46% +$109K
IGRO icon
108
iShares International Dividend Growth ETF
IGRO
$1.18B
$343K 0.01%
4,590
+1,417
+45% +$106K
VYMI icon
109
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
$341K 0.01%
4,618
+482
+12% +$35.5K
AAPL icon
110
Apple
AAPL
$3.45T
$338K 0.01%
1,780
-300
-14% -$56.9K
JHSC icon
111
John Hancock Multifactor Small Cap ETF
JHSC
$596M
$325K 0.01%
8,113
+691
+9% +$27.7K
NUSC icon
112
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$263K 0.01%
6,149
-2,314
-27% -$98.9K
SUSB icon
113
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$249K 0.01%
+9,890
New +$249K
QLTA icon
114
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.67B
$247K 0.01%
+5,014
New +$247K
OEF icon
115
iShares S&P 100 ETF
OEF
$22B
$239K 0.01%
869
+1
+0.1% +$275
ESGD icon
116
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$228K 0.01%
+2,704
New +$228K
VNQ icon
117
Vanguard Real Estate ETF
VNQ
$34.6B
$223K 0.01%
+2,454
New +$223K
DGS icon
118
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$219K 0.01%
+4,055
New +$219K
SPLG icon
119
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
– –
-491,445
Closed -$31.5M
BSCQ icon
120
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
– –
-10,125
Closed -$194K
EFA icon
121
iShares MSCI EAFE ETF
EFA
$66B
– –
-2,757
Closed -$209K
FALN icon
122
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
– –
-8,485
Closed -$222K
HEFA icon
123
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.52B
– –
-35,815
Closed -$1.27M
IGSB icon
124
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
– –
-5,040
Closed -$258K
IWY icon
125
iShares Russell Top 200 Growth ETF
IWY
$14.8B
– –
-32,951
Closed -$7.07M
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