SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.08%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$702M
AUM Growth
+$702M
Cap. Flow
+$61.2M
Cap. Flow %
8.71%
Top 10 Hldgs %
73.66%
Holding
49
New
1
Increased
31
Reduced
11
Closed
6

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
$31.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$28.3M
3
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$25M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$13.4M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$12M

Top Sells

1
REET icon
iShares Global REIT ETF
REET
$26.8M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$21.8M
3
LRGF icon
iShares US Equity Factor ETF
LRGF
$16.8M
4
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
$11.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
$793K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPTS icon
26
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.64M 0.52%
121,342
+94
+0.1% +$2.82K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.44M 0.49%
40,498
-1,352
-3% -$115K
TIP icon
28
iShares TIPS Bond ETF
TIP
$13.6B
$3.05M 0.43%
26,201
-1,247
-5% -$145K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.66M 0.38%
95,160
-2,779
-3% -$77.5K
IWB icon
30
iShares Russell 1000 ETF
IWB
$43.2B
$2.28M 0.32%
13,861
-1,384
-9% -$228K
USRT icon
31
iShares Core US REIT ETF
USRT
$3.09B
$2.08M 0.3%
37,432
+629
+2% +$34.9K
IWM icon
32
iShares Russell 2000 ETF
IWM
$67B
$1.75M 0.25%
11,545
-89
-0.8% -$13.5K
SPIP icon
33
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.59M 0.23%
55,871
+29,570
+112% +$843K
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$986K 0.14%
19,492
+1,281
+7% +$64.8K
VO icon
35
Vanguard Mid-Cap ETF
VO
$87.5B
$902K 0.13%
5,381
+702
+15% +$118K
SCHP icon
36
Schwab US TIPS ETF
SCHP
$13.9B
$798K 0.11%
14,067
+1,321
+10% +$74.9K
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$59B
$763K 0.11%
10,765
-22
-0.2% -$1.56K
BND icon
38
Vanguard Total Bond Market
BND
$134B
$612K 0.09%
7,253
+248
+4% +$20.9K
VB icon
39
Vanguard Small-Cap ETF
VB
$66.4B
$611K 0.09%
3,973
-180
-4% -$27.7K
SCHH icon
40
Schwab US REIT ETF
SCHH
$8.37B
$601K 0.09%
12,732
+841
+7% +$39.7K
VV icon
41
Vanguard Large-Cap ETF
VV
$44.5B
$490K 0.07%
3,593
+67
+2% +$9.14K
MUB icon
42
iShares National Muni Bond ETF
MUB
$38.6B
$322K 0.05%
2,819
-394
-12% -$45K
PXH icon
43
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$242K 0.03%
12,042
+1,736
+17% +$34.9K
HYG icon
44
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
– –
-250,034
Closed -$21.8M
IGOV icon
45
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
– –
-227,332
Closed -$11.6M
LRGF icon
46
iShares US Equity Factor ETF
LRGF
$2.82B
– –
-528,831
Closed -$16.8M
REET icon
47
iShares Global REIT ETF
REET
$4B
– –
-1,006,455
Closed -$26.8M
RWO icon
48
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
– –
-4,385
Closed -$219K
VNQ icon
49
Vanguard Real Estate ETF
VNQ
$34.6B
– –
-9,081
Closed -$793K
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