SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.79%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.99B
AUM Growth
+$1.99B
Cap. Flow
+$137M
Cap. Flow %
6.86%
Top 10 Hldgs %
72%
Holding
83
New
2
Increased
56
Reduced
22
Closed
3

Top Buys

1
LRGF icon
iShares US Equity Factor ETF
LRGF
$80.2M
2
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$31.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$18.6M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$62.2M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$36.8M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$3.73M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$10.2M 0.51%
205,412
+13,232
+7% +$659K
ESGU icon
27
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$9.63M 0.48%
97,839
+26,348
+37% +$2.59M
SCHF icon
28
Schwab International Equity ETF
SCHF
$50.3B
$8.09M 0.41%
209,192
-1,986
-0.9% -$76.8K
SCHE icon
29
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.86M 0.39%
257,827
+4,982
+2% +$152K
TIP icon
30
iShares TIPS Bond ETF
TIP
$13.6B
$7.16M 0.36%
56,084
+20,820
+59% +$2.66M
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$6.5M 0.33%
72,646
+7,806
+12% +$698K
SPYG icon
32
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$6.41M 0.32%
100,070
+2,982
+3% +$191K
MTUM icon
33
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$6.15M 0.31%
35,001
+30,003
+600% +$5.27M
SCHZ icon
34
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$6.08M 0.3%
112,033
+3,820
+4% +$207K
SPTS icon
35
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$6.05M 0.3%
197,481
+18,709
+10% +$573K
BLV icon
36
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.98M 0.3%
58,421
+6,569
+13% +$672K
VMBS icon
37
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.91M 0.3%
110,909
+11,292
+11% +$602K
SHY icon
38
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$5.79M 0.29%
67,156
+8,073
+14% +$695K
GOVT icon
39
iShares US Treasury Bond ETF
GOVT
$27.9B
$5.19M 0.26%
195,780
-45,667
-19% -$1.21M
EFV icon
40
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.06M 0.2%
79,931
+2,350
+3% +$119K
FREL icon
41
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$4.03M 0.2%
132,574
+8,453
+7% +$257K
EFG icon
42
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$3.84M 0.19%
36,097
+13,050
+57% +$1.39M
IWB icon
43
iShares Russell 1000 ETF
IWB
$43.2B
$3.83M 0.19%
15,861
-579
-4% -$140K
SPIP icon
44
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.55M 0.18%
114,074
+12,913
+13% +$402K
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$3.4M 0.17%
61,988
+19,484
+46% +$1.07M
BND icon
46
Vanguard Total Bond Market
BND
$134B
$3.19M 0.16%
37,353
-2,171
-5% -$186K
USRT icon
47
iShares Core US REIT ETF
USRT
$3.09B
$3.13M 0.16%
53,276
+1,096
+2% +$64.3K
IGSB icon
48
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$2.79M 0.14%
51,035
-31,379
-38% -$1.71M
FALN icon
49
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$2.05M 0.1%
68,138
+8,293
+14% +$250K
ESGE icon
50
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$2.02M 0.1%
48,765
-17,193
-26% -$713K
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