SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Return 10.52%
This Quarter Return
+4.53%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$231M
Cap. Flow %
-12.71%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$34M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$28.7M
3
MUB icon
iShares National Muni Bond ETF
MUB
$26.6M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.5M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$69.8M
3
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BSV icon
26
Vanguard Short-Term Bond ETF
BSV
$38.4B
$10.5M 0.58%
137,072
+2,578
+2% +$197K
JMST icon
27
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.39B
$9.15M 0.5%
+180,138
New +$9.15M
VGSH icon
28
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$8.86M 0.49%
151,334
+146,467
+3,009% +$8.57M
VTWO icon
29
Vanguard Russell 2000 ETF
VTWO
$12.6B
$8.23M 0.45%
+114,247
New +$8.23M
EUSB icon
30
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$7.98M 0.44%
184,520
+12,445
+7% +$538K
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$7.45M 0.41%
97,063
-2,680
-3% -$206K
SCHF icon
32
Schwab International Equity ETF
SCHF
$50.1B
$7.37M 0.41%
423,724
+180
+0% +$3.13K
SCHE icon
33
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$6.91M 0.38%
276,355
+9,586
+4% +$240K
QUAL icon
34
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
$6.85M 0.38%
+55,198
New +$6.85M
USSG icon
35
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$576M
$6.6M 0.36%
175,541
+48,577
+38% +$1.83M
EFG icon
36
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$6.47M 0.36%
69,052
+22,463
+48% +$2.1M
MBB icon
37
iShares MBS ETF
MBB
$40.9B
$6.44M 0.36%
68,007
+11,140
+20% +$1.06M
BND icon
38
Vanguard Total Bond Market
BND
$134B
$6.17M 0.34%
82,266
+4,482
+6% +$336K
SCHZ icon
39
Schwab US Aggregate Bond ETF
SCHZ
$8.84B
$6.09M 0.34%
265,560
-7,170
-3% -$164K
IWY icon
40
iShares Russell Top 200 Growth ETF
IWY
$14.9B
$5.91M 0.33%
+42,554
New +$5.91M
GOVT icon
41
iShares US Treasury Bond ETF
GOVT
$27.8B
$5.84M 0.32%
249,853
+45,999
+23% +$1.08M
VMBS icon
42
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.45M 0.3%
117,003
+1,930
+2% +$89.8K
QQQM icon
43
Invesco NASDAQ 100 ETF
QQQM
$58.9B
$5.39M 0.3%
+40,843
New +$5.39M
IWB icon
44
iShares Russell 1000 ETF
IWB
$43.2B
$5.24M 0.29%
24,368
+5,012
+26% +$1.08M
DMXF icon
45
iShares ESG Advanced MSCI EAFE ETF
DMXF
$819M
$5.12M 0.28%
85,974
+16,848
+24% +$1M
BLV icon
46
Vanguard Long-Term Bond ETF
BLV
$5.54B
$5.08M 0.28%
66,333
-410
-0.6% -$31.4K
ESML icon
47
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$5.06M 0.28%
148,990
+31,174
+26% +$1.06M
SPTS icon
48
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
$4.98M 0.27%
162,596
-13,565
-8% -$416K
ESGU icon
49
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$4.63M 0.26%
51,243
-74,073
-59% -$6.7M
ESGE icon
50
iShares ESG Aware MSCI EM ETF
ESGE
$5.07B
$4.47M 0.25%
141,782
+37,057
+35% +$1.17M
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