SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$64.5B
$781K 0.03%
5,891
+612
SCHK icon
102
Schwab 1000 Index ETF
SCHK
$4.71B
$776K 0.03%
26,167
+7,641
VTEI icon
103
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$884M
$774K 0.03%
7,879
+4,628
JHMM icon
104
John Hancock Multifactor Mid Cap ETF
JHMM
$4.36B
$762K 0.03%
12,521
-140
JHMD icon
105
John Hancock Multifactor Developed International ETF
JHMD
$792M
$687K 0.02%
17,973
+184
QLTA icon
106
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$667K 0.02%
13,997
+441
LCTD icon
107
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$248M
$650K 0.02%
12,828
-269
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$669M
$646K 0.02%
22,216
-611
DGRO icon
109
iShares Core Dividend Growth ETF
DGRO
$35.1B
$629K 0.02%
9,885
-943
VYMI icon
110
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$604K 0.02%
7,568
+767
HYG icon
111
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$463K 0.02%
5,763
-235
ICVT icon
112
iShares Convertible Bond ETF
ICVT
$3.01B
$426K 0.01%
4,751
-3,558
FNDF icon
113
Schwab Fundamental International Large Company Index ETF
FNDF
$18.4B
$396K 0.01%
+9,911
HIMU
114
iShares High Yield Muni Active ETF
HIMU
$2.16B
$392K 0.01%
8,104
+333
AAPL icon
115
Apple
AAPL
$3.95T
$368K 0.01%
1,830
+50
BALI icon
116
iShares U.S. Large Cap Premium Income Active ETF
BALI
$438M
$351K 0.01%
11,731
+3,463
IGRO icon
117
iShares International Dividend Growth ETF
IGRO
$1.18B
$324K 0.01%
4,127
-2,330
BIDD
118
iShares International Dividend Active ETF
BIDD
$683M
$324K 0.01%
11,891
-379
JHSC icon
119
John Hancock Multifactor Small Cap ETF
JHSC
$601M
$320K 0.01%
8,196
-188
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$33.4B
$310K 0.01%
3,484
+128
DGS icon
121
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
$304K 0.01%
5,546
+392
SUSA icon
122
iShares ESG Optimized MSCI USA ETF
SUSA
$3.74B
$304K 0.01%
2,415
+529
VTES icon
123
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$271K 0.01%
+2,681
IGEB icon
124
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
$249K 0.01%
+5,494
ISTB icon
125
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.47B
$245K 0.01%
+5,037
2 3 4
5
6