SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-3.41%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.49B
AUM Growth
+$2.49B
Cap. Flow
-$12.2M
Cap. Flow %
-0.49%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
39
Reduced
62
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$14M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$7.07M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
$6.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$20.1M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$9.32M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.28M

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
$16.8M 0.68%
489,423
-28,378
-5% -$977K
EAGG icon
27
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$15.3M 0.61%
337,999
+64,959
+24% +$2.94M
USXF icon
28
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$15.2M 0.61%
439,686
+52,129
+13% +$1.81M
EUSB icon
29
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$12.3M 0.49%
299,946
+74,024
+33% +$3.02M
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$526B
$11.2M 0.45%
51,788
-5,505
-10% -$1.19M
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$68.3B
$11.1M 0.45%
232,487
-6,252
-3% -$299K
VTWO icon
32
Vanguard Russell 2000 ETF
VTWO
$12.6B
$10.4M 0.42%
146,163
+26,343
+22% +$1.88M
BSV icon
33
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.3M 0.41%
136,810
-3,186
-2% -$239K
USSG icon
34
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$10.3M 0.41%
258,713
+44,372
+21% +$1.76M
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$36.2B
$9.83M 0.39%
191,104
-23,977
-11% -$1.23M
DMXF icon
36
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$7.16M 0.29%
125,380
+24,222
+24% +$1.38M
BIV icon
37
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$6.98M 0.28%
96,511
-825
-0.8% -$59.7K
ESML icon
38
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$6.78M 0.27%
201,441
+17,376
+9% +$585K
SCHF icon
39
Schwab International Equity ETF
SCHF
$50.3B
$6.67M 0.27%
194,757
-17,462
-8% -$598K
PKW icon
40
Invesco BuyBack Achievers ETF
PKW
$1.46B
$6.35M 0.25%
+70,527
New +$6.35M
SCHE icon
41
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$6.15M 0.25%
258,675
-21,218
-8% -$505K
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$27.8B
$6.14M 0.25%
125,401
+36,000
+40% +$1.76M
SCHZ icon
43
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.7M 0.23%
131,025
-950
-0.7% -$41.3K
BND icon
44
Vanguard Total Bond Market
BND
$134B
$5.6M 0.22%
80,289
+1,185
+1% +$82.6K
QUAL icon
45
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$5.58M 0.22%
42,320
-15,881
-27% -$2.09M
QQQM icon
46
Invesco NASDAQ 100 ETF
QQQM
$58.8B
$5.5M 0.22%
37,296
-5,106
-12% -$753K
IWB icon
47
iShares Russell 1000 ETF
IWB
$43.2B
$5.41M 0.22%
22,412
-1,516
-6% -$366K
SPYG icon
48
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$5.38M 0.22%
+90,762
New +$5.38M
VGSH icon
49
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
$5.27M 0.21%
91,545
-74,239
-45% -$4.28M
VMBS icon
50
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.12M 0.21%
116,922
-2,774
-2% -$121K
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