SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+4.92%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$1.89B
Cap. Flow
+$197M
Cap. Flow %
10.43%
Top 10 Hldgs %
75.64%
Holding
85
New
10
Increased
67
Reduced
4
Closed
4

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$23.3M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.8M
3
VXF icon
Vanguard Extended Market ETF
VXF
$19.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$16.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.8M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.99M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$1.64M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$650K
4
IXN icon
iShares Global Tech ETF
IXN
$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHF icon
26
Schwab International Equity ETF
SCHF
$50.3B
$8.32M 0.44%
211,178
+22,581
+12% +$890K
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$8.31M 0.44%
252,845
+21,449
+9% +$705K
ESGU icon
28
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$7.04M 0.37%
71,491
+15,232
+27% +$1.5M
GOVT icon
29
iShares US Treasury Bond ETF
GOVT
$27.9B
$6.42M 0.34%
241,447
+55,314
+30% +$1.47M
SPYG icon
30
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$6.11M 0.32%
+97,088
New +$6.11M
SCHZ icon
31
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.91M 0.31%
108,213
+10,604
+11% +$579K
BIV icon
32
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$5.83M 0.31%
64,840
+6,611
+11% +$595K
SPTS icon
33
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.48M 0.29%
178,772
+22,523
+14% +$690K
BLV icon
34
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.34M 0.28%
51,852
+5,455
+12% +$562K
VMBS icon
35
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.32M 0.28%
99,617
+9,591
+11% +$512K
PKW icon
36
Invesco BuyBack Achievers ETF
PKW
$1.46B
$5.28M 0.28%
58,453
+27,573
+89% +$2.49M
SHY icon
37
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$5.09M 0.27%
59,083
+4,316
+8% +$372K
IGSB icon
38
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$4.52M 0.24%
82,414
+19,168
+30% +$1.05M
TIP icon
39
iShares TIPS Bond ETF
TIP
$13.6B
$4.51M 0.24%
35,264
+2,855
+9% +$365K
EFV icon
40
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.02M 0.21%
77,581
+22,387
+41% +$1.16M
IWB icon
41
iShares Russell 1000 ETF
IWB
$43.2B
$3.98M 0.21%
16,440
+1,114
+7% +$270K
FREL icon
42
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.78M 0.2%
124,121
+4,596
+4% +$140K
IJS icon
43
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$3.73M 0.2%
+35,327
New +$3.73M
BND icon
44
Vanguard Total Bond Market
BND
$134B
$3.4M 0.18%
39,524
+8,251
+26% +$709K
SPIP icon
45
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.15M 0.17%
101,161
+14,331
+17% +$446K
USRT icon
46
iShares Core US REIT ETF
USRT
$3.09B
$3.04M 0.16%
52,180
+2,983
+6% +$174K
ESGE icon
47
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$2.98M 0.16%
65,958
+16,128
+32% +$728K
EFG icon
48
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$2.47M 0.13%
23,047
+4,483
+24% +$481K
VTEB icon
49
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$2.35M 0.12%
42,504
+25,312
+147% +$1.4M
VLUE icon
50
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$2.03M 0.11%
19,275
+3,979
+26% +$418K
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