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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
126
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$380K 0.01%
5,663
+38
+0.7% +$2.44K
EUSB icon
127
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
$342K 0.01%
7,835
+839
+12% +$36.4K
QUAL icon
128
iShares MSCI USA Quality Factor ETF
QUAL
$46.5B
$323K 0.01%
1,486
-23,348
-94% -$4.9M
JHSC icon
129
John Hancock Multifactor Small Cap ETF
JHSC
$702M
$322K 0.01%
6,631
-8
-0.1% -$371
TFI icon
130
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.07B
$321K 0.01%
7,003
+85
+1% +$3.87K
ACWX icon
131
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$308K 0.01%
4,086
+971
+31% +$72.2K
IGEB icon
132
iShares Investment Grade Systematic Bond ETF
IGEB
$1.48B
$268K 0.01%
5,924
+340
+6% +$15.3K
HDV
133
iShares Core High Dividend ETF
HDV
$13.9B
$260K 0.01%
9,406
+81
+0.9% +$2.2K
SHM icon
134
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$258K 0.01%
5,369
+758
+16% +$36.3K
HIMU
135
iShares High Yield Muni Active ETF
HIMU
$2.38B
$256K 0.01%
5,136
+517
+11% +$25.2K
RUSC
136
Russell Investments U.S. Small Cap Equity ETF
RUSC
$80.1M
$250K 0.01%
6,443
-227
-3% -$8.19K
BSCQ icon
137
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$246K 0.01%
12,596
+113
+0.9% +$2.21K
BSCS icon
138
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$245K 0.01%
12,049
+81
+0.7% +$1.65K
BSCR icon
139
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$245K 0.01%
12,511
+114
+0.9% +$2.24K
ICLN icon
140
iShares Global Clean Energy ETF
ICLN
$2.57B
$237K 0.01%
+11,920
New +$247K
IAGG icon
141
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$222K 0.01%
4,377
-78,151
-95% -$3.92M
EMLC icon
142
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.8B
$211K 0.01%
8,262
+68
+0.8% +$1.74K
COWZ icon
143
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
– –
-32,046
Closed -$2M
FTGC icon
144
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.91B
– –
-7,722
Closed -$222K
ICVT icon
145
iShares Convertible Bond ETF
ICVT
$7.37B
– –
-3,332
Closed -$339K
IWX icon
146
iShares Russell Top 200 Value ETF
IWX
$3.84B
– –
-40,777
Closed -$3.78M
QLTA icon
147
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.32B
– –
-6,498
Closed -$309K
2 3 4 5
6

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AIM
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