SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.74%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
Cap. Flow
+$114M
Cap. Flow %
10.38%
Top 10 Hldgs %
78.89%
Holding
70
New
7
Increased
56
Reduced
7
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$28.7M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$12.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$9.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
$8.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$4.79M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$286K
2
VV icon
Vanguard Large-Cap ETF
VV
$124K
3
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
$78.7K
4
IWB icon
iShares Russell 1000 ETF
IWB
$44.9K
5
VB icon
Vanguard Small-Cap ETF
VB
$39.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BNDX icon
26
Vanguard Total International Bond ETF
BNDX
$68.3B
$4.28M 0.39%
73,514
+37,310
+103% +$2.17M
SPTS icon
27
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$4.25M 0.39%
138,359
+9,597
+7% +$295K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$4.02M 0.37%
71,562
+8,933
+14% +$502K
SHY icon
29
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.79M 0.35%
43,864
+1,082
+3% +$93.6K
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$38.5B
$3.64M 0.33%
43,817
+21,989
+101% +$1.83M
TIP icon
31
iShares TIPS Bond ETF
TIP
$13.6B
$3.28M 0.3%
25,814
+1,137
+5% +$144K
IWB icon
32
iShares Russell 1000 ETF
IWB
$43.2B
$2.81M 0.26%
15,121
-242
-2% -$44.9K
LQD icon
33
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$2.71M 0.25%
20,073
+7,877
+65% +$1.06M
GOVT icon
34
iShares US Treasury Bond ETF
GOVT
$27.9B
$2.53M 0.23%
90,191
+36,073
+67% +$1.01M
FREL icon
35
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.43M 0.22%
103,893
+4,719
+5% +$110K
SPIP icon
36
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.32M 0.21%
74,823
+8,395
+13% +$260K
VMBS icon
37
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$2.2M 0.2%
40,583
+20,289
+100% +$1.1M
BLV icon
38
Vanguard Long-Term Bond ETF
BLV
$5.53B
$2.13M 0.19%
18,989
+9,687
+104% +$1.09M
USRT icon
39
iShares Core US REIT ETF
USRT
$3.09B
$2.12M 0.19%
48,399
+2,280
+5% +$99.6K
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$1.99M 0.18%
21,212
+10,689
+102% +$1M
ESGU icon
41
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.7M 0.15%
22,411
+8,640
+63% +$654K
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$1.42M 0.13%
25,889
+10,374
+67% +$569K
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$1.24M 0.11%
13,726
+5,332
+64% +$482K
VV icon
44
Vanguard Large-Cap ETF
VV
$44.5B
$1.14M 0.1%
7,365
-797
-10% -$124K
SCHO icon
45
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.02M 0.09%
19,696
+3,548
+22% +$183K
VO icon
46
Vanguard Mid-Cap ETF
VO
$87.5B
$978K 0.09%
5,584
+397
+8% +$69.5K
SCHX icon
47
Schwab US Large- Cap ETF
SCHX
$59B
$963K 0.09%
12,034
-174
-1% -$13.9K
SHYG icon
48
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$958K 0.09%
21,886
+8,797
+67% +$385K
HYG icon
49
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$897K 0.08%
10,729
+1,340
+14% +$112K
ESGE icon
50
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$837K 0.08%
23,878
+8,888
+59% +$312K
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