SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+6.02%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
Cap. Flow
+$28.2M
Cap. Flow %
1.4%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.01M
2
VXF icon
Vanguard Extended Market ETF
VXF
$6.33M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$2.96M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$11.7M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
$7.95M
3
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
$2.82M

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
$10.8M 0.54%
47,684
-1,372
-3% -$311K
BSV icon
27
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.7M 0.53%
134,494
-1,125
-0.8% -$89.4K
USXF icon
28
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$8.12M 0.4%
248,211
+64,793
+35% +$2.12M
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.07M 0.4%
99,743
-3,993
-4% -$323K
EUSB icon
30
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$7.85M 0.39%
172,075
+39,927
+30% +$1.82M
GOVT icon
31
iShares US Treasury Bond ETF
GOVT
$27.9B
$7.56M 0.38%
203,854
-214,440
-51% -$7.95M
SCHF icon
32
Schwab International Equity ETF
SCHF
$50.3B
$7.32M 0.36%
211,772
+2,830
+1% +$97.8K
SCHE icon
33
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$7.1M 0.35%
266,769
-4,464
-2% -$119K
EAGG icon
34
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$6.9M 0.34%
147,628
+48,239
+49% +$2.25M
BLV icon
35
Vanguard Long-Term Bond ETF
BLV
$5.53B
$6.31M 0.31%
66,743
-731
-1% -$69.1K
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$27.8B
$6.17M 0.31%
116,886
+16,085
+16% +$849K
TIP icon
37
iShares TIPS Bond ETF
TIP
$13.6B
$6.1M 0.3%
37,775
-17,479
-32% -$2.82M
VMBS icon
38
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.05M 0.3%
115,073
-929
-0.8% -$48.8K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$5.92M 0.29%
116,473
+174
+0.1% +$8.84K
BND icon
40
Vanguard Total Bond Market
BND
$134B
$5.75M 0.29%
77,784
+7,909
+11% +$585K
SCHZ icon
41
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.64M 0.28%
136,365
+7,680
+6% +$318K
EFG icon
42
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$5.54M 0.28%
46,589
-4,329
-9% -$515K
SPTS icon
43
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.29M 0.26%
176,161
-228
-0.1% -$6.85K
SHY icon
44
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.49M 0.22%
52,146
-6,955
-12% -$599K
USSG icon
45
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$4.42M 0.22%
126,964
+39,161
+45% +$1.36M
ESML icon
46
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$4.24M 0.21%
117,816
+27,333
+30% +$983K
IWB icon
47
iShares Russell 1000 ETF
IWB
$43.2B
$4.11M 0.2%
19,356
-2,724
-12% -$578K
DMXF icon
48
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$3.83M 0.19%
69,126
+16,541
+31% +$915K
FALN icon
49
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.8M 0.19%
24,160
-29,200
-55% -$4.59M
MBB icon
50
iShares MBS ETF
MBB
$41B
$3.39M 0.17%
56,867
+39,643
+230% +$2.37M
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