SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+15.69%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$935M
AUM Growth
+$935M
Cap. Flow
+$109M
Cap. Flow %
11.7%
Top 10 Hldgs %
79.59%
Holding
66
New
11
Increased
41
Reduced
11
Closed
3

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$130M
2
VXF icon
Vanguard Extended Market ETF
VXF
$114M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$4.12M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$101M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
$492K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$720B
$3.66M 0.39%
12,905
+5,926
+85% +$1.68M
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$8.8B
$3.52M 0.38%
62,629
-1,113
-2% -$62.6K
TIP icon
28
iShares TIPS Bond ETF
TIP
$13.5B
$3.04M 0.32%
24,677
+1,316
+6% +$162K
IWB icon
29
iShares Russell 1000 ETF
IWB
$42.9B
$2.64M 0.28%
15,363
-2,865
-16% -$492K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$2.32M 0.25%
99,174
+751
+0.8% +$17.6K
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$67.9B
$2.09M 0.22%
36,204
+21,422
+145% +$1.24M
USRT icon
32
iShares Core US REIT ETF
USRT
$3.04B
$2.01M 0.21%
46,119
+5,419
+13% +$236K
SPIP icon
33
SPDR Portfolio TIPS ETF
SPIP
$959M
$2M 0.21%
66,428
+4,831
+8% +$146K
IVV icon
34
iShares Core S&P 500 ETF
IVV
$657B
$1.91M 0.2%
6,157
-324,801
-98% -$101M
BSV icon
35
Vanguard Short-Term Bond ETF
BSV
$38.3B
$1.81M 0.19%
21,828
+12,626
+137% +$1.05M
LQD icon
36
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
$1.64M 0.18%
+12,196
New +$1.64M
GOVT icon
37
iShares US Treasury Bond ETF
GOVT
$27.7B
$1.52M 0.16%
54,118
+29,448
+119% +$824K
VV icon
38
Vanguard Large-Cap ETF
VV
$44.1B
$1.17M 0.12%
8,162
+4,536
+125% +$649K
VMBS icon
39
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.6B
$1.1M 0.12%
20,294
+11,825
+140% +$643K
BLV icon
40
Vanguard Long-Term Bond ETF
BLV
$5.48B
$1.04M 0.11%
9,302
+5,486
+144% +$613K
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$24B
$981K 0.1%
10,523
+5,788
+122% +$540K
ESGU icon
42
iShares ESG Aware MSCI USA ETF
ESGU
$14.1B
$964K 0.1%
13,771
+10,173
+283% +$712K
SCHX icon
43
Schwab US Large- Cap ETF
SCHX
$58.5B
$905K 0.1%
12,208
-121
-1% -$8.97K
PXH icon
44
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$856K 0.09%
49,500
+36,708
+287% +$635K
VO icon
45
Vanguard Mid-Cap ETF
VO
$86.9B
$850K 0.09%
5,187
-310
-6% -$50.8K
IGSB icon
46
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
$849K 0.09%
+15,515
New +$849K
SCHO icon
47
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$834K 0.09%
16,148
+98
+0.6% +$5.06K
HYG icon
48
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
$766K 0.08%
+9,389
New +$766K
EFG icon
49
iShares MSCI EAFE Growth ETF
EFG
$13B
$698K 0.07%
+8,394
New +$698K
INTF icon
50
iShares International Equity Factor ETF
INTF
$2.32B
$686K 0.07%
+29,923
New +$686K
1
2
3