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
CLOA icon
126
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.26B
$240K 0.01%
+4,617
HYGW icon
127
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$228M
$227K 0.01%
7,442
+652
SPMD icon
128
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$226K 0.01%
+4,155
HYDB icon
129
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$218K 0.01%
4,602
-6,466
BSCR icon
130
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.08B
$206K 0.01%
10,494
-148
BSCQ icon
131
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$206K 0.01%
10,546
-128
BSCP icon
132
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$205K 0.01%
9,891
-94
FTGC icon
133
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.31B
$201K 0.01%
8,155
-446
NUSC icon
134
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
– –
-6,867
IWX icon
135
iShares Russell Top 200 Value ETF
IWX
$2.85B
– –
-70,194
HEFA icon
136
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.71B
– –
-32,175
EMXC icon
137
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
– –
-52,840
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