SWM

SigFig Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$47.7M
3
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

1
+$37.2M
2
+$37.1M
3
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EUSB icon
126
iShares ESG Advanced Universal USD Bond ETF
EUSB
$705M
$304K 0.01%
6,996
-624,416
SPYM
127
State Street SPDR Portfolio S&P 500 ETF
SPYM
$147B
$295K 0.01%
3,848
+1,126
JHSC icon
128
John Hancock Multifactor Small Cap ETF
JHSC
$668M
$285K 0.01%
6,639
-94
HDV
129
iShares Core High Dividend ETF
HDV
$13.4B
$253K 0.01%
+9,325
IGEB icon
130
iShares Investment Grade Systematic Bond ETF
IGEB
$1.36B
$252K 0.01%
5,584
+128
BSCS icon
131
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.5B
$244K 0.01%
11,968
-79
BSCQ icon
132
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.81B
$244K 0.01%
12,483
-299
BSCR icon
133
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$243K 0.01%
12,397
-280
FTGC icon
134
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.68B
$222K 0.01%
+7,722
HIMU
135
iShares High Yield Muni Active ETF
HIMU
$2.23B
$222K 0.01%
4,619
-6,697
SHM icon
136
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$221K 0.01%
+4,611
RUSC
137
Russell Investments U.S. Small Cap Equity ETF
RUSC
$58.9M
$213K 0.01%
6,670
+165
ACWX icon
138
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$213K 0.01%
+3,115
EMLC icon
139
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.88B
$206K 0.01%
+8,194
ESML icon
140
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.41B
– –
-197,887
FGDL icon
141
Franklin Responsibly Sourced Gold ETF
FGDL
$468M
– –
-7,075
HYGW icon
142
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$109M
– –
-8,144
HYXF icon
143
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$206M
– –
-239,468
ITA icon
144
iShares US Aerospace & Defense ETF
ITA
$14.3B
– –
-9,498
IYW icon
145
iShares US Technology ETF
IYW
$25.2B
– –
-1,040
OEF icon
146
iShares S&P 100 ETF
OEF
$20.7B
– –
-25,086
SUSA icon
147
iShares ESG Optimized MSCI USA ETF
SUSA
$4.29B
– –
-1,832
USSG icon
148
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$571M
– –
-585,415
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