SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.13%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$642M
AUM Growth
+$642M
Cap. Flow
+$65.6M
Cap. Flow %
10.22%
Top 10 Hldgs %
64.62%
Holding
48
New
1
Increased
41
Reduced
6
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$6.27M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
$5.58M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$571K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$225K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
$65.1K
5
USRT icon
iShares Core US REIT ETF
USRT
$33.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$50.3B
$4.35M 0.68%
135,393
+6,844
+5% +$220K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.2M 0.65%
160,039
+9,760
+6% +$256K
SPTS icon
28
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.64M 0.57%
121,248
+940
+0.8% +$28.2K
SCHZ icon
29
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$3.63M 0.57%
68,538
+1,999
+3% +$106K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.55M 0.55%
41,850
+2,893
+7% +$245K
TIP icon
31
iShares TIPS Bond ETF
TIP
$13.6B
$3.17M 0.49%
27,448
+671
+3% +$77.5K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.56M 0.4%
97,939
+7,459
+8% +$195K
IWB icon
33
iShares Russell 1000 ETF
IWB
$43.2B
$2.48M 0.39%
15,245
+129
+0.9% +$21K
USRT icon
34
iShares Core US REIT ETF
USRT
$3.09B
$1.91M 0.3%
36,803
-649
-2% -$33.8K
IWM icon
35
iShares Russell 2000 ETF
IWM
$67B
$1.81M 0.28%
11,634
+373
+3% +$58K
SPIP icon
36
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.49M 0.23%
26,301
+546
+2% +$30.9K
SCHO icon
37
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$921K 0.14%
18,211
+911
+5% +$46.1K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$34.6B
$793K 0.12%
9,081
+231
+3% +$20.2K
VO icon
39
Vanguard Mid-Cap ETF
VO
$87.5B
$782K 0.12%
4,679
+558
+14% +$93.3K
SCHX icon
40
Schwab US Large- Cap ETF
SCHX
$59B
$757K 0.12%
10,787
+385
+4% +$27K
SCHP icon
41
Schwab US TIPS ETF
SCHP
$13.9B
$718K 0.11%
12,746
+628
+5% +$35.4K
VB icon
42
Vanguard Small-Cap ETF
VB
$66.4B
$651K 0.1%
4,153
+1,428
+52% +$224K
BND icon
43
Vanguard Total Bond Market
BND
$134B
$582K 0.09%
7,005
+651
+10% +$54.1K
SCHH icon
44
Schwab US REIT ETF
SCHH
$8.37B
$528K 0.08%
11,891
+673
+6% +$29.9K
VV icon
45
Vanguard Large-Cap ETF
VV
$44.5B
$475K 0.07%
3,526
+266
+8% +$35.8K
MUB icon
46
iShares National Muni Bond ETF
MUB
$38.6B
$363K 0.06%
3,213
-576
-15% -$65.1K
PXH icon
47
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$223K 0.03%
+10,306
New +$223K
RWO icon
48
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$219K 0.03%
4,385
-213
-5% -$10.6K
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