SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-0.21%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+127%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
40.44%
Top 10 Holdings %
Top 10 Hldgs %
57.17%
Holding
43
New
11
Increased
15
Reduced
17
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$24.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$24M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.2M |
| 5 |
iShares Global REIT ETF
REET
|
$13.1M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.16M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$433K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$380K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$261K |
| 5 |
Schwab International Equity ETF
SCHF
|
$183K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Schwab International Equity ETF
SCHF
$50.3B
| $4.13M | 1.06% |
124,982
-5,548
| -4% | -$183K |
|
27
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $3.96M | 1.02% |
153,026
-4,152
| -3% | -$108K |
|
|
28
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
| $3.72M | 0.96% |
73,494
-22,960
| -24% | -$1.16M |
|
29
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
| $3.53M | 0.91% |
119,236
-1,944
| -2% | -$57.5K |
|
|
30
iShares TIPS Bond ETF
TIP
$13.6B
| $3.38M | 0.87% |
29,898
-2,311
| -7% | -$261K |
|
31
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $3.21M | 0.83% |
38,483
-1,973
| -5% | -$165K |
|
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
| $2.35M | 0.61% |
95,869
-932
| -1% | -$22.9K |
|
33
iShares Core US REIT ETF
USRT
$3.09B
| $1.79M | 0.46% |
36,493
-135
| -0.4% | -$6.64K |
|
34
iShares Russell 1000 ETF
IWB
$43.2B
| $1.36M | 0.35% |
8,960
+150
| +2% | +$22.8K |
|
35
iShares Russell 2000 ETF
IWM
$67B
| $1.24M | 0.32% |
+7,594
| New | +$1.24M |
|
36
SPDR Portfolio TIPS ETF
SPIP
$965M
| $1.04M | 0.27% |
18,786
+608
| +3% | +$33.8K |
|
37
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $962K | 0.25% |
19,344
-3,177
| -14% | -$158K |
|
38
Schwab US TIPS ETF
SCHP
$13.9B
| $723K | 0.19% |
13,159
-2,421
| -16% | -$133K |
|
39
Schwab US Large- Cap ETF
SCHX
$59B
| $674K | 0.17% |
10,365
-131
| -1% | -$8.52K |
|
40
Schwab US REIT ETF
SCHH
$8.37B
| $570K | 0.15% |
13,635
-1,148
| -8% | -$48K |
|
41
Vanguard Real Estate ETF
VNQ
$34.6B
| $529K | 0.14% |
+6,487
| New | +$529K |
|
42
iShares National Muni Bond ETF
MUB
$38.6B
| $336K | 0.09% |
3,086
-187
| -6% | -$20.4K |
|
43
Vanguard Total Bond Market
BND
$134B
| $273K | 0.07% |
+3,446
| New | +$273K |
|