SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+8.83%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
Cap. Flow
-$63.1M
Cap. Flow %
-2.4%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

1
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$6.33M
2
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$4.56M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
$2.7M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$33.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$13.2M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPDW icon
26
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$16.6M 0.63%
502,977
-39,899
-7% -$1.32M
SPEM icon
27
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$16M 0.61%
445,940
-43,483
-9% -$1.56M
MUB icon
28
iShares National Muni Bond ETF
MUB
$38.6B
$15.4M 0.58%
141,778
-75,190
-35% -$8.15M
EUSB icon
29
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$14.6M 0.56%
338,471
+38,525
+13% +$1.67M
USSG icon
30
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$13.4M 0.51%
302,511
+43,798
+17% +$1.94M
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.1M 0.46%
244,673
+12,186
+5% +$602K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.5B
$11.3M 0.43%
147,191
+10,381
+8% +$800K
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$526B
$10.6M 0.4%
46,919
-4,869
-9% -$1.1M
VTWO icon
34
Vanguard Russell 2000 ETF
VTWO
$12.6B
$10.1M 0.38%
124,823
-21,340
-15% -$1.73M
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$36.2B
$9.73M 0.37%
191,712
+608
+0.3% +$30.9K
DMXF icon
36
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$9.43M 0.36%
147,693
+22,313
+18% +$1.43M
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$8.84M 0.34%
232,581
+31,140
+15% +$1.18M
BIV icon
38
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$7.81M 0.3%
102,233
+5,722
+6% +$437K
SCHF icon
39
Schwab International Equity ETF
SCHF
$50.3B
$6.84M 0.26%
213,181
+18,424
+9% +$591K
BND icon
40
Vanguard Total Bond Market
BND
$134B
$6.51M 0.25%
88,371
+8,082
+10% +$596K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$6.48M 0.25%
44,027
+1,707
+4% +$251K
IJS icon
42
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$6.33M 0.24%
+61,373
New +$6.33M
SCHE icon
43
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$6.31M 0.24%
322,121
+63,446
+25% +$1.24M
SPYV icon
44
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
$6.23M 0.24%
+133,642
New +$6.23M
ESGE icon
45
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$6.09M 0.23%
189,969
+27,959
+17% +$896K
SCHZ icon
46
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$6.05M 0.23%
150,855
+19,830
+15% +$795K
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$27.8B
$5.87M 0.22%
112,591
-12,810
-10% -$667K
HYXF icon
48
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$5.64M 0.21%
123,959
+18,298
+17% +$832K
IWB icon
49
iShares Russell 1000 ETF
IWB
$43.2B
$5.58M 0.21%
21,580
-832
-4% -$215K
VMBS icon
50
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.51M 0.21%
118,791
+1,869
+2% +$86.6K
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