SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-12.5%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.93B
AUM Growth
+$1.93B
Cap. Flow
+$59.9M
Cap. Flow %
3.1%
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6

Top Buys

1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$57.3M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$54.2M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$25.2M

Top Sells

1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$66M
2
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$55.6M
3
VXF icon
Vanguard Extended Market ETF
VXF
$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.85M

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
$11.2M 0.58%
49,912
-1,367
-3% -$306K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.9M 0.56%
136,823
+863
+0.6% +$68.5K
TIP icon
28
iShares TIPS Bond ETF
TIP
$13.6B
$8.32M 0.43%
63,201
+13,545
+27% +$1.78M
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.1M 0.42%
98,709
-3,742
-4% -$307K
SCHF icon
30
Schwab International Equity ETF
SCHF
$50.3B
$7.94M 0.41%
219,056
-18,704
-8% -$678K
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.7M 0.4%
267,339
-30,690
-10% -$884K
GOVT icon
32
iShares US Treasury Bond ETF
GOVT
$27.9B
$7.14M 0.37%
307,615
+25,879
+9% +$601K
BLV icon
33
Vanguard Long-Term Bond ETF
BLV
$5.53B
$6.49M 0.34%
68,099
+739
+1% +$70.4K
VMBS icon
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.18M 0.32%
116,800
+812
+0.7% +$43K
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$5.87M 0.3%
112,556
+5,717
+5% +$298K
SCHZ icon
36
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.78M 0.3%
125,620
-15,163
-11% -$697K
EFV icon
37
iShares MSCI EAFE Value ETF
EFV
$27.8B
$5.73M 0.3%
114,316
+19,829
+21% +$994K
SPTS icon
38
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.62M 0.29%
187,673
-10,422
-5% -$312K
EFG icon
39
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$5.17M 0.27%
31,919
+4,656
+17% +$754K
BND icon
40
Vanguard Total Bond Market
BND
$134B
$5.05M 0.26%
65,124
+16,201
+33% +$1.26M
SHY icon
41
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$5M 0.26%
59,379
-935
-2% -$78.7K
HDV icon
42
iShares Core High Dividend ETF
HDV
$11.7B
$4.26M 0.22%
+56,385
New +$4.26M
FALN icon
43
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.9M 0.2%
84,170
-9,876
-11% -$457K
EUSB icon
44
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$3.84M 0.2%
81,615
+33,005
+68% +$1.55M
IWB icon
45
iShares Russell 1000 ETF
IWB
$43.2B
$3.74M 0.19%
15,122
-1,032
-6% -$255K
FREL icon
46
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.56M 0.18%
115,229
+398
+0.3% +$12.3K
PCY icon
47
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$3.43M 0.18%
155,130
-2,516,935
-94% -$55.6M
SPIP icon
48
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.35M 0.17%
116,374
-2,934
-2% -$84.5K
VV icon
49
Vanguard Large-Cap ETF
VV
$44.5B
$3.18M 0.16%
18,445
+7,768
+73% +$1.34M
USXF icon
50
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$3.11M 0.16%
84,885
+37,286
+78% +$1.37M
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