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
$1.91B
AUM Growth
+$1.91B
Cap. Flow
+$48.1M
Cap. Flow %
2.52%
Top 10 Hldgs %
65.23%
Holding
98
New
3
Increased
52
Reduced
41
Closed
1

Top Buys

1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$40.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11.4M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.1M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.83M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$20.2M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$13M
3
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
$2.77M

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
$11M 0.58%
49,056
-856
-2% -$193K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.8M 0.57%
135,619
-1,204
-0.9% -$96.1K
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.38M 0.44%
103,736
+5,027
+5% +$406K
TIP icon
29
iShares TIPS Bond ETF
TIP
$13.6B
$8.11M 0.43%
55,254
-7,947
-13% -$1.17M
GOVT icon
30
iShares US Treasury Bond ETF
GOVT
$27.9B
$7.74M 0.41%
418,294
+110,679
+36% +$2.05M
SCHF icon
31
Schwab International Equity ETF
SCHF
$50.3B
$7.64M 0.4%
208,942
-10,114
-5% -$370K
SCHE icon
32
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.21M 0.38%
271,233
+3,894
+1% +$103K
BLV icon
33
Vanguard Long-Term Bond ETF
BLV
$5.53B
$6.43M 0.34%
67,474
-625
-0.9% -$59.6K
VMBS icon
34
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.14M 0.32%
116,002
-798
-0.7% -$42.2K
EFV icon
35
iShares MSCI EAFE Value ETF
EFV
$27.8B
$6.06M 0.32%
100,801
-13,515
-12% -$812K
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$6.04M 0.32%
116,299
+3,743
+3% +$194K
EUSB icon
37
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$6.01M 0.31%
132,148
+50,533
+62% +$2.3M
USXF icon
38
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$5.8M 0.3%
183,418
+98,533
+116% +$3.12M
SPTS icon
39
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.48M 0.29%
176,389
-11,284
-6% -$351K
EFG icon
40
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$5.47M 0.29%
50,918
+18,999
+60% +$2.04M
SCHZ icon
41
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.39M 0.28%
128,685
+3,065
+2% +$128K
BND icon
42
Vanguard Total Bond Market
BND
$134B
$5.17M 0.27%
69,875
+4,751
+7% +$352K
USMV icon
43
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$5.16M 0.27%
70,881
+60,520
+584% +$4.4M
SHY icon
44
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.79M 0.25%
59,101
-278
-0.5% -$22.5K
EAGG icon
45
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$4.63M 0.24%
99,389
+66,562
+203% +$3.1M
IWB icon
46
iShares Russell 1000 ETF
IWB
$43.2B
$4.27M 0.22%
22,080
+6,958
+46% +$1.35M
FALN icon
47
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.8M 0.2%
53,360
-30,810
-37% -$2.19M
FREL icon
48
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.4M 0.18%
110,507
-4,722
-4% -$145K
PCY icon
49
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$3.31M 0.17%
155,366
+236
+0.2% +$5.03K
SPIP icon
50
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.28M 0.17%
110,328
-6,046
-5% -$180K
1
2
3 4