SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Return 10.52%
This Quarter Return
+2.8%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$246M
Cap. Flow
+$206M
Cap. Flow %
12.65%
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$117M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$23.2M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$10.2M

Top Sells

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$23.2M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.6M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$1.37M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHE icon
26
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.35M 0.45%
231,396
+12,141
+6% +$386K
SCHF icon
27
Schwab International Equity ETF
SCHF
$50.3B
$7.09M 0.44%
377,194
+20,874
+6% +$392K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$8.86B
$5.27M 0.32%
195,218
+22,486
+13% +$607K
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$5.17M 0.32%
58,229
+19,987
+52% +$1.77M
ESGU icon
30
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
$5.11M 0.31%
56,259
+14,418
+34% +$1.31M
GOVT icon
31
iShares US Treasury Bond ETF
GOVT
$27.9B
$4.88M 0.3%
186,133
+76,857
+70% +$2.01M
VMBS icon
32
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$4.81M 0.3%
90,026
+18,737
+26% +$1M
SPTS icon
33
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
$4.79M 0.29%
156,249
+14,057
+10% +$431K
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.72M 0.29%
54,767
+6,727
+14% +$580K
BLV icon
35
Vanguard Long-Term Bond ETF
BLV
$5.57B
$4.55M 0.28%
46,397
+11,392
+33% +$1.12M
TIP icon
36
iShares TIPS Bond ETF
TIP
$13.6B
$4.07M 0.25%
32,409
+4,576
+16% +$574K
IGSB icon
37
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$3.46M 0.21%
63,246
+27,124
+75% +$1.48M
IWB icon
38
iShares Russell 1000 ETF
IWB
$43.5B
$3.43M 0.21%
15,326
+1,090
+8% +$244K
FREL icon
39
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$3.28M 0.2%
119,525
+7,672
+7% +$211K
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$101B
$2.87M 0.18%
55,055
+43,990
+398% +$2.29M
EFV icon
41
iShares MSCI EAFE Value ETF
EFV
$27.8B
$2.81M 0.17%
+55,194
New +$2.81M
SPIP icon
42
SPDR Portfolio TIPS ETF
SPIP
$963M
$2.65M 0.16%
86,830
+10,873
+14% +$332K
BND icon
43
Vanguard Total Bond Market
BND
$134B
$2.65M 0.16%
31,273
+23,857
+322% +$2.02M
PKW icon
44
Invesco BuyBack Achievers ETF
PKW
$1.46B
$2.6M 0.16%
30,880
+23,261
+305% +$1.96M
USRT icon
45
iShares Core US REIT ETF
USRT
$3.08B
$2.58M 0.16%
49,197
+1,731
+4% +$90.7K
ESGE icon
46
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$2.16M 0.13%
49,830
+7,190
+17% +$311K
LQD icon
47
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
$1.99M 0.12%
15,277
-10,530
-41% -$1.37M
EFG icon
48
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$1.87M 0.11%
18,564
+2,020
+12% +$203K
SCHX icon
49
Schwab US Large- Cap ETF
SCHX
$59.3B
$1.64M 0.1%
102,186
+15,630
+18% +$250K
VV icon
50
Vanguard Large-Cap ETF
VV
$44.7B
$1.57M 0.1%
8,479
+295
+4% +$54.7K
1
2
3 4