SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.38%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.58B
Cap. Flow
+$751M
Cap. Flow %
29.1%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$359M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$124M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$36.9M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$3.31M
3
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPEM icon
26
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$18.2M 0.71%
517,801
-14,279
-3% -$503K
USXF icon
27
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$13.8M 0.53%
387,557
+63,636
+20% +$2.26M
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$526B
$12.9M 0.5%
57,293
+870
+2% +$196K
EAGG icon
29
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$12.9M 0.5%
273,040
+51,942
+23% +$2.45M
BNDX icon
30
Vanguard Total International Bond ETF
BNDX
$68.3B
$11.7M 0.45%
238,739
+6,011
+3% +$293K
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$36.2B
$11.2M 0.44%
215,081
-2,977
-1% -$156K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.6M 0.41%
139,996
+2,924
+2% +$221K
EUSB icon
33
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$9.6M 0.37%
225,922
+41,402
+22% +$1.76M
VGSH icon
34
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
$9.57M 0.37%
165,784
+14,450
+10% +$834K
VTWO icon
35
Vanguard Russell 2000 ETF
VTWO
$12.6B
$9.03M 0.35%
119,820
+5,573
+5% +$420K
USSG icon
36
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$8.61M 0.33%
214,341
+38,800
+22% +$1.56M
JMST icon
37
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$8.41M 0.33%
166,163
-13,975
-8% -$708K
QUAL icon
38
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$7.76M 0.3%
58,201
+3,003
+5% +$401K
SCHF icon
39
Schwab International Equity ETF
SCHF
$50.3B
$7.36M 0.29%
212,219
+357
+0.2% +$12.4K
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$7.31M 0.28%
97,336
+273
+0.3% +$20.5K
IWY icon
41
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$6.92M 0.27%
44,271
+1,717
+4% +$268K
SCHE icon
42
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$6.8M 0.26%
279,893
+3,538
+1% +$86K
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$6.78M 0.26%
72,099
+3,047
+4% +$287K
MBB icon
44
iShares MBS ETF
MBB
$41B
$6.62M 0.26%
71,105
+3,098
+5% +$288K
ESML icon
45
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$6.51M 0.25%
184,065
+35,075
+24% +$1.24M
QQQM icon
46
Invesco NASDAQ 100 ETF
QQQM
$58.8B
$6.35M 0.25%
42,402
+1,559
+4% +$233K
SCHZ icon
47
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$6.1M 0.24%
131,975
-805
-0.6% -$37.2K
DMXF icon
48
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$6.07M 0.24%
101,158
+15,184
+18% +$911K
GOVT icon
49
iShares US Treasury Bond ETF
GOVT
$27.9B
$5.85M 0.23%
255,956
+6,103
+2% +$140K
BND icon
50
Vanguard Total Bond Market
BND
$134B
$5.82M 0.23%
79,104
-3,162
-4% -$233K
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