SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
Cap. Flow
+$81.3M
Cap. Flow %
2.94%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$15.1M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$12.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$9.24M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$7.62M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$9.88M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LCTD icon
101
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$596K 0.02%
13,664
+1,352
+11% +$59K
JHEM icon
102
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$586K 0.02%
22,763
+862
+4% +$22.2K
SCHH icon
103
Schwab US REIT ETF
SCHH
$8.37B
$568K 0.02%
44,214
+1,384
+3% +$17.8K
JHMD icon
104
John Hancock Multifactor Developed International ETF
JHMD
$764M
$565K 0.02%
17,615
+840
+5% +$26.9K
HYDB icon
105
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$517K 0.02%
+11,015
New +$517K
HYG icon
106
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$490K 0.02%
6,226
-415
-6% -$32.6K
SUSB icon
107
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$481K 0.02%
19,470
+9,580
+97% +$237K
VGIT icon
108
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
$422K 0.02%
+7,278
New +$422K
IGRO icon
109
iShares International Dividend Growth ETF
IGRO
$1.18B
$389K 0.01%
5,740
+1,150
+25% +$77.9K
QLTA icon
110
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.67B
$382K 0.01%
8,146
+3,132
+62% +$147K
VYMI icon
111
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
$364K 0.01%
5,371
+753
+16% +$51K
TLH icon
112
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$348K 0.01%
3,489
+120
+4% +$12K
AAPL icon
113
Apple
AAPL
$3.45T
$338K 0.01%
1,780
– –
JHSC icon
114
John Hancock Multifactor Small Cap ETF
JHSC
$596M
$330K 0.01%
8,327
+214
+3% +$8.49K
CLOA icon
115
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.14B
$326K 0.01%
6,308
-367
-5% -$19K
BIDD
116
iShares International Dividend Active ETF
BIDD
$677M
$292K 0.01%
+11,819
New +$292K
OEF icon
117
iShares S&P 100 ETF
OEF
$22B
$258K 0.01%
889
+20
+2% +$5.81K
NUSC icon
118
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$254K 0.01%
6,064
-85
-1% -$3.55K
DGS icon
119
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$234K 0.01%
4,790
+735
+18% +$35.9K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$34.6B
$233K 0.01%
2,696
+242
+10% +$20.9K
BALI icon
121
BlackRock Advantage Large Cap Income ETF
BALI
$401M
$206K 0.01%
+6,791
New +$206K
BSCQ icon
122
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$205K 0.01%
+10,541
New +$205K
BSCR icon
123
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$3.98B
$204K 0.01%
+10,459
New +$204K
BSCP icon
124
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.03B
$203K 0.01%
+9,848
New +$203K
ESGD icon
125
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
– –
-2,704
Closed -$228K
2 3 4
5
6