SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-16.22%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$736M
AUM Growth
+$736M
Cap. Flow
+$63.8M
Cap. Flow %
8.67%
Top 10 Hldgs %
75.86%
Holding
55
New
9
Increased
33
Reduced
13
Closed
–

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$11.3M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$11.1M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$8.48M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.49M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.38M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.14M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$584K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$576K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$568K
5
TIP icon
iShares TIPS Bond ETF
TIP
$414K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHZ icon
26
Schwab US Aggregate Bond ETF
SCHZ
$8.79B
$3.46M 0.47%
63,742
-10,753
-14% -$584K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.36M 0.46%
38,708
-4,445
-10% -$385K
TIP icon
28
iShares TIPS Bond ETF
TIP
$13.5B
$2.76M 0.37%
23,361
-3,509
-13% -$414K
IWB icon
29
iShares Russell 1000 ETF
IWB
$42.6B
$2.58M 0.35%
18,228
+5,300
+41% +$750K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$2.05M 0.28%
98,423
+3,033
+3% +$63.1K
SPIP icon
31
SPDR Portfolio TIPS ETF
SPIP
$958M
$1.79M 0.24%
61,597
+3,749
+6% +$109K
VOO icon
32
Vanguard S&P 500 ETF
VOO
$715B
$1.65M 0.22%
6,979
+5,135
+278% +$1.22M
USRT icon
33
iShares Core US REIT ETF
USRT
$3.05B
$1.59M 0.22%
40,700
+3,204
+9% +$125K
IWM icon
34
iShares Russell 2000 ETF
IWM
$66.1B
$1.42M 0.19%
12,420
+229
+2% +$26.2K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$67.8B
$832K 0.11%
14,782
+10,790
+270% +$607K
SCHO icon
36
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$830K 0.11%
16,050
-3,446
-18% -$178K
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$38.3B
$756K 0.1%
9,202
+6,662
+262% +$547K
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$58.1B
$755K 0.1%
12,329
+1,824
+17% +$112K
VO icon
39
Vanguard Mid-Cap ETF
VO
$86.5B
$724K 0.1%
5,497
+308
+6% +$40.6K
GOVT icon
40
iShares US Treasury Bond ETF
GOVT
$27.7B
$691K 0.09%
+24,670
New +$691K
SCHP icon
41
Schwab US TIPS ETF
SCHP
$13.8B
$646K 0.09%
11,235
-2,717
-19% -$156K
BND icon
42
Vanguard Total Bond Market
BND
$133B
$517K 0.07%
6,058
-871
-13% -$74.3K
VMBS icon
43
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.6B
$462K 0.06%
+8,469
New +$462K
VB icon
44
Vanguard Small-Cap ETF
VB
$65.6B
$454K 0.06%
3,931
+244
+7% +$28.2K
VV icon
45
Vanguard Large-Cap ETF
VV
$43.8B
$429K 0.06%
3,626
+480
+15% +$56.8K
BIV icon
46
Vanguard Intermediate-Term Bond ETF
BIV
$23.9B
$423K 0.06%
+4,735
New +$423K
BLV icon
47
Vanguard Long-Term Bond ETF
BLV
$5.47B
$407K 0.06%
+3,816
New +$407K
SCHH icon
48
Schwab US REIT ETF
SCHH
$8.26B
$401K 0.05%
12,259
+69
+0.6% +$2.26K
MUB icon
49
iShares National Muni Bond ETF
MUB
$38.4B
$341K 0.05%
3,018
-66
-2% -$7.46K
VXF icon
50
Vanguard Extended Market ETF
VXF
$23.6B
$297K 0.04%
+3,284
New +$297K
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