SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+9.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
Cap. Flow
+$49.2M
Cap. Flow %
8.72%
Top 10 Hldgs %
63.41%
Holding
47
New
–
Increased
32
Reduced
15
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$9.52M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$5.36M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$4.67M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$4.38M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$623K
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$360K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$244K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$219K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$147K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$50.3B
$4.03M 0.71%
128,549
-2,308
-2% -$72.3K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$3.91M 0.69%
150,279
-103
-0.1% -$2.68K
SPTS icon
28
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.58M 0.63%
120,308
+2,224
+2% +$66.2K
SCHZ icon
29
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$3.45M 0.61%
66,539
-2,313
-3% -$120K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.28M 0.58%
38,957
+262
+0.7% +$22K
TIP icon
31
iShares TIPS Bond ETF
TIP
$13.6B
$3.03M 0.54%
26,777
+169
+0.6% +$19.1K
IWB icon
32
iShares Russell 1000 ETF
IWB
$43.2B
$2.38M 0.42%
15,116
+2,258
+18% +$355K
FREL icon
33
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.35M 0.42%
90,480
-771
-0.8% -$20K
USRT icon
34
iShares Core US REIT ETF
USRT
$3.09B
$1.94M 0.34%
37,452
-11
-0% -$569
IWM icon
35
iShares Russell 2000 ETF
IWM
$67B
$1.72M 0.31%
11,261
+365
+3% +$55.9K
SPIP icon
36
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.43M 0.25%
25,755
+2,053
+9% +$114K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$868K 0.15%
17,300
-544
-3% -$27.3K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$34.6B
$769K 0.14%
8,850
+52
+0.6% +$4.52K
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$59B
$703K 0.12%
10,402
+58
+0.6% +$3.92K
SCHP icon
40
Schwab US TIPS ETF
SCHP
$13.9B
$666K 0.12%
12,118
-165
-1% -$9.07K
VO icon
41
Vanguard Mid-Cap ETF
VO
$87.5B
$662K 0.12%
4,121
+757
+23% +$122K
BND icon
42
Vanguard Total Bond Market
BND
$134B
$516K 0.09%
6,354
-36
-0.6% -$2.92K
SCHH icon
43
Schwab US REIT ETF
SCHH
$8.37B
$498K 0.09%
11,218
-799
-7% -$35.5K
VV icon
44
Vanguard Large-Cap ETF
VV
$44.5B
$423K 0.08%
3,260
+276
+9% +$35.8K
MUB icon
45
iShares National Muni Bond ETF
MUB
$38.6B
$421K 0.07%
3,789
+217
+6% +$24.1K
VB icon
46
Vanguard Small-Cap ETF
VB
$66.4B
$416K 0.07%
2,725
-114
-4% -$17.4K
RWO icon
47
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$230K 0.04%
4,598
+57
+1% +$2.85K
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