SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.57%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.14B
AUM Growth
+$2.14B
Cap. Flow
+$105M
Cap. Flow %
4.89%
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$10.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.18M

Top Sells

1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$6.15M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$1.74M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$493K
4
IXN icon
iShares Global Tech ETF
IXN
$348K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$286K

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
$11.6M 0.54%
236,523
+31,111
+15% +$1.52M
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$38.5B
$11.1M 0.52%
136,728
+11,546
+9% +$941K
SPYG icon
28
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$10.4M 0.49%
166,408
+66,338
+66% +$4.15M
TIP icon
29
iShares TIPS Bond ETF
TIP
$13.6B
$8.6M 0.4%
68,109
+12,025
+21% +$1.52M
SCHF icon
30
Schwab International Equity ETF
SCHF
$50.3B
$8.26M 0.39%
224,181
+14,989
+7% +$552K
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$8M 0.37%
284,848
+27,021
+10% +$759K
BLV icon
32
Vanguard Long-Term Bond ETF
BLV
$5.53B
$6.7M 0.31%
65,070
+6,649
+11% +$684K
BIV icon
33
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$6.55M 0.31%
74,011
+1,365
+2% +$121K
VMBS icon
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.38M 0.3%
119,586
+8,677
+8% +$463K
GOVT icon
35
iShares US Treasury Bond ETF
GOVT
$27.9B
$6.16M 0.29%
233,563
+37,783
+19% +$996K
SCHZ icon
36
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$6.08M 0.28%
113,892
+1,859
+2% +$99.2K
SPTS icon
37
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.98M 0.28%
204,986
+7,505
+4% +$219K
SHY icon
38
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$5.63M 0.26%
67,807
+651
+1% +$54.1K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$5.07M 0.24%
93,836
+31,848
+51% +$1.72M
EFG icon
40
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$4.72M 0.22%
43,807
+7,710
+21% +$830K
EFV icon
41
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.69M 0.22%
95,774
+15,843
+20% +$775K
FREL icon
42
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.93M 0.18%
126,586
-5,988
-5% -$186K
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.83M 0.18%
130,382
+62,244
+91% +$1.83M
IWB icon
44
iShares Russell 1000 ETF
IWB
$43.2B
$3.57M 0.17%
14,713
-1,148
-7% -$278K
SPIP icon
45
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.48M 0.16%
116,950
+2,876
+3% +$85.6K
BND icon
46
Vanguard Total Bond Market
BND
$134B
$3.34M 0.16%
39,084
+1,731
+5% +$148K
USRT icon
47
iShares Core US REIT ETF
USRT
$3.09B
$3.09M 0.14%
50,593
-2,683
-5% -$164K
IJH icon
48
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.24M 0.1%
7,904
+2,796
+55% +$794K
EUSB icon
49
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$2.06M 0.1%
41,789
+16,636
+66% +$818K
VLUE icon
50
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$1.92M 0.09%
18,412
-1,649
-8% -$172K
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