SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.36%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$812M
AUM Growth
+$812M
Cap. Flow
+$72.7M
Cap. Flow %
8.95%
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$17.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$10.1M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$8.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$7.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.13M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$297K
2
IWB icon
iShares Russell 1000 ETF
IWB
$166K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$97.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
$81K
5
VV icon
Vanguard Large-Cap ETF
VV
$66.1K

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
$3.68M 0.45%
122,719
+1,377
+1% +$41.3K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.65M 0.45%
43,153
+2,655
+7% +$225K
TIP icon
28
iShares TIPS Bond ETF
TIP
$13.6B
$3.13M 0.39%
26,870
+669
+3% +$78K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.66M 0.33%
95,390
+230
+0.2% +$6.41K
IWB icon
30
iShares Russell 1000 ETF
IWB
$43.2B
$2.31M 0.28%
12,928
-933
-7% -$166K
USRT icon
31
iShares Core US REIT ETF
USRT
$3.09B
$2.05M 0.25%
37,496
+64
+0.2% +$3.49K
IWM icon
32
iShares Russell 2000 ETF
IWM
$67B
$2.02M 0.25%
12,191
+646
+6% +$107K
SPIP icon
33
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.65M 0.2%
57,848
+1,977
+4% +$56.5K
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$984K 0.12%
19,496
+4
+0% +$202
VO icon
35
Vanguard Mid-Cap ETF
VO
$87.5B
$925K 0.11%
5,189
-192
-4% -$34.2K
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$59B
$807K 0.1%
10,505
-260
-2% -$20K
SCHP icon
37
Schwab US TIPS ETF
SCHP
$13.9B
$790K 0.1%
13,952
-115
-0.8% -$6.51K
VB icon
38
Vanguard Small-Cap ETF
VB
$66.4B
$611K 0.08%
3,687
-286
-7% -$47.4K
BND icon
39
Vanguard Total Bond Market
BND
$134B
$581K 0.07%
6,929
-324
-4% -$27.2K
SCHH icon
40
Schwab US REIT ETF
SCHH
$8.37B
$560K 0.07%
12,190
-542
-4% -$24.9K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$726B
$545K 0.07%
+1,844
New +$545K
VV icon
42
Vanguard Large-Cap ETF
VV
$44.5B
$465K 0.06%
3,146
-447
-12% -$66.1K
MUB icon
43
iShares National Muni Bond ETF
MUB
$38.6B
$351K 0.04%
3,084
+265
+9% +$30.2K
PXH icon
44
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$266K 0.03%
11,912
-130
-1% -$2.9K
BNDX icon
45
Vanguard Total International Bond ETF
BNDX
$68.3B
$226K 0.03%
+3,992
New +$226K
BSV icon
46
Vanguard Short-Term Bond ETF
BSV
$38.5B
$205K 0.03%
+2,540
New +$205K
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