SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.64M
3
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

1
+$5.46M
2
+$3.93M
3
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
126
iShares MSCI EAFE Growth ETF
EFG
$9.92B
$292K 0.01%
2,565
-2,743
JHSC icon
127
John Hancock Multifactor Small Cap ETF
JHSC
$690M
$283K 0.01%
6,733
-758
SUSA icon
128
iShares ESG Optimized MSCI USA ETF
SUSA
$3.67B
$255K 0.01%
1,832
-245
BSCR icon
129
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$250K 0.01%
12,677
+1,602
BSCQ icon
130
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$250K 0.01%
12,782
+1,614
IGEB icon
131
iShares Investment Grade Systematic Bond ETF
IGEB
$1.47B
$249K 0.01%
5,456
+65
SPMD icon
132
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$249K 0.01%
4,296
+67
BSCS icon
133
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$248K 0.01%
+12,047
HYGW icon
134
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$181M
$243K 0.01%
8,144
+556
SPYM
135
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$218K 0.01%
+2,722
IYW icon
136
iShares US Technology ETF
IYW
$19.3B
$208K 0.01%
1,040
-19
RUSC
137
Russell Investments U.S. Small Cap Equity ETF
RUSC
$50M
$202K 0.01%
+6,505
BSCP
138
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-10,554
FTGC icon
139
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
– –
-8,264
HYDB icon
140
iShares High Yield Systematic Bond ETF
HYDB
$1.68B
– –
-4,810
IGRO icon
141
iShares International Dividend Growth ETF
IGRO
$1.24B
– –
-4,100
IWY icon
142
iShares Russell Top 200 Growth ETF
IWY
$15.4B
– –
-14,460
SPMO icon
143
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
– –
-45,259
STIP icon
144
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
– –
-12,748
VTIP icon
145
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
– –
-4,312
BIDD
146
iShares International Dividend Active ETF
BIDD
$463M
– –
-12,066
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