SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.29%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$483M
AUM Growth
+$483M
Cap. Flow
+$86.2M
Cap. Flow %
17.84%
Top 10 Hldgs %
61.82%
Holding
44
New
1
Increased
30
Reduced
12
Closed
1

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$22.7M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$9.31M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$8.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$8.41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.72M

Top Sells

1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$11.8M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$690K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$142K
5
IWB icon
iShares Russell 1000 ETF
IWB
$117K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$50.3B
$4.12M 0.85%
122,744
-2,238
-2% -$75K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$3.98M 0.82%
154,700
+1,674
+1% +$43K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$3.61M 0.75%
71,742
-1,752
-2% -$88K
SPTS icon
29
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.6M 0.74%
122,080
+2,844
+2% +$83.8K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.29M 0.68%
39,588
+1,105
+3% +$91.8K
TIP icon
31
iShares TIPS Bond ETF
TIP
$13.6B
$3.24M 0.67%
29,269
-629
-2% -$69.6K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.3M 0.48%
95,461
-408
-0.4% -$9.82K
USRT icon
33
iShares Core US REIT ETF
USRT
$3.09B
$1.84M 0.38%
38,050
+1,557
+4% +$75.3K
IWM icon
34
iShares Russell 2000 ETF
IWM
$67B
$1.74M 0.36%
10,339
+2,745
+36% +$463K
IWB icon
35
iShares Russell 1000 ETF
IWB
$43.2B
$1.33M 0.28%
8,238
-722
-8% -$117K
SPIP icon
36
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.15M 0.24%
21,041
+2,255
+12% +$123K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$864K 0.18%
17,428
-1,916
-10% -$95K
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$59B
$737K 0.15%
10,592
+227
+2% +$15.8K
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$34.6B
$678K 0.14%
8,405
+1,918
+30% +$155K
SCHP icon
40
Schwab US TIPS ETF
SCHP
$13.9B
$672K 0.14%
12,461
-698
-5% -$37.6K
SCHH icon
41
Schwab US REIT ETF
SCHH
$8.37B
$535K 0.11%
12,826
-809
-6% -$33.7K
MUB icon
42
iShares National Muni Bond ETF
MUB
$38.6B
$379K 0.08%
3,509
+423
+14% +$45.7K
BND icon
43
Vanguard Total Bond Market
BND
$134B
$312K 0.06%
3,970
+524
+15% +$41.2K
IGIB icon
44
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
– –
-110,816
Closed -$11.8M
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