SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-6.54%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.08B
AUM Growth
+$2.08B
Cap. Flow
+$56M
Cap. Flow %
2.69%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

1
VXF icon
Vanguard Extended Market ETF
VXF
$10.3M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$7.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$5.26M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$5.11M

Top Sells

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$10.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.63M
3
TIP icon
iShares TIPS Bond ETF
TIP
$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
$3M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$526B
$11.5M 0.55%
51,279
-905
-2% -$204K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.7M 0.52%
135,960
-768
-0.6% -$60.6K
SCHF icon
28
Schwab International Equity ETF
SCHF
$50.3B
$8.56M 0.41%
237,760
+13,579
+6% +$489K
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.51M 0.41%
102,451
+28,440
+38% +$2.36M
SCHE icon
30
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$8.33M 0.4%
298,029
+13,181
+5% +$368K
TIP icon
31
iShares TIPS Bond ETF
TIP
$13.6B
$8.13M 0.39%
49,656
-18,453
-27% -$3.02M
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$63.1B
$7.59M 0.36%
+97,867
New +$7.59M
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$6.47M 0.31%
140,783
+26,891
+24% +$1.24M
BLV icon
34
Vanguard Long-Term Bond ETF
BLV
$5.53B
$6.45M 0.31%
67,360
+2,290
+4% +$219K
GOVT icon
35
iShares US Treasury Bond ETF
GOVT
$27.9B
$6.41M 0.31%
281,736
+48,173
+21% +$1.1M
VMBS icon
36
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.12M 0.29%
115,988
-3,598
-3% -$190K
SPTS icon
37
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.76M 0.28%
198,095
-6,891
-3% -$200K
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$5.72M 0.27%
106,839
+13,003
+14% +$696K
SHY icon
39
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$5.1M 0.25%
60,314
-7,493
-11% -$634K
EFV icon
40
iShares MSCI EAFE Value ETF
EFV
$27.8B
$5.09M 0.24%
94,487
-1,287
-1% -$69.3K
EFG icon
41
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$4.95M 0.24%
27,263
-16,544
-38% -$3M
BND icon
42
Vanguard Total Bond Market
BND
$134B
$3.96M 0.19%
48,923
+9,839
+25% +$796K
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.82M 0.18%
94,046
-36,336
-28% -$1.48M
IWB icon
44
iShares Russell 1000 ETF
IWB
$43.2B
$3.81M 0.18%
16,154
+1,441
+10% +$340K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$100B
$3.64M 0.18%
13,551
+5,647
+71% +$1.52M
FREL icon
46
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.59M 0.17%
114,831
-11,755
-9% -$368K
SPIP icon
47
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.45M 0.17%
119,308
+2,358
+2% +$68.2K
INTF icon
48
iShares International Equity Factor ETF
INTF
$2.34B
$2.98M 0.14%
107,557
+61,642
+134% +$1.71M
USRT icon
49
iShares Core US REIT ETF
USRT
$3.09B
$2.9M 0.14%
47,024
-3,569
-7% -$220K
PRF icon
50
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$2.89M 0.14%
16,891
+5,994
+55% +$1.02M
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