SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+11.86%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$1.38B
Cap. Flow
+$147M
Cap. Flow %
10.67%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$48.6M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$6.81M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$5.18M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$469K
5
IYG icon
iShares US Financial Services ETF
IYG
$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$50.3B
$6.41M 0.46%
178,160
+21,860
+14% +$786K
IVV icon
27
iShares Core S&P 500 ETF
IVV
$662B
$6.14M 0.44%
16,361
+3,012
+23% +$1.13M
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$4.84M 0.35%
86,366
+14,804
+21% +$829K
SPTS icon
29
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$4.37M 0.32%
142,192
+3,833
+3% +$118K
SHY icon
30
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.15M 0.3%
48,040
+4,176
+10% +$361K
VMBS icon
31
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$3.86M 0.28%
71,289
+30,706
+76% +$1.66M
BLV icon
32
Vanguard Long-Term Bond ETF
BLV
$5.53B
$3.84M 0.28%
35,005
+16,016
+84% +$1.76M
ESGU icon
33
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$3.6M 0.26%
41,841
+19,430
+87% +$1.67M
LQD icon
34
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$3.57M 0.26%
25,807
+5,734
+29% +$792K
TIP icon
35
iShares TIPS Bond ETF
TIP
$13.6B
$3.55M 0.26%
27,833
+2,019
+8% +$258K
BIV icon
36
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$3.55M 0.26%
38,242
+17,030
+80% +$1.58M
IWB icon
37
iShares Russell 1000 ETF
IWB
$43.2B
$3.02M 0.22%
14,236
-885
-6% -$187K
GOVT icon
38
iShares US Treasury Bond ETF
GOVT
$27.9B
$2.98M 0.22%
109,276
+19,085
+21% +$520K
FREL icon
39
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.84M 0.21%
111,853
+7,960
+8% +$202K
SPIP icon
40
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.37M 0.17%
75,957
+1,134
+2% +$35.4K
USRT icon
41
iShares Core US REIT ETF
USRT
$3.09B
$2.3M 0.17%
47,466
-933
-2% -$45.2K
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$1.99M 0.14%
36,122
+10,233
+40% +$565K
ESGE icon
43
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$1.79M 0.13%
42,640
+18,762
+79% +$788K
EFG icon
44
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$1.67M 0.12%
16,544
+2,818
+21% +$284K
VV icon
45
Vanguard Large-Cap ETF
VV
$44.5B
$1.44M 0.1%
8,184
+819
+11% +$144K
SCHO icon
46
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.41M 0.1%
27,471
+7,775
+39% +$400K
SHYG icon
47
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$1.37M 0.1%
30,123
+8,237
+38% +$374K
MBB icon
48
iShares MBS ETF
MBB
$41B
$1.35M 0.1%
+12,218
New +$1.35M
SCHX icon
49
Schwab US Large- Cap ETF
SCHX
$59B
$1.31M 0.1%
14,426
+2,392
+20% +$218K
VO icon
50
Vanguard Mid-Cap ETF
VO
$87.5B
$1.21M 0.09%
5,835
+251
+4% +$51.9K
1
2
3 4