SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.31%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.72B
AUM Growth
+$2.72B
Cap. Flow
-$33.9M
Cap. Flow %
-1.24%
Top 10 Hldgs %
62.7%
Holding
133
New
17
Increased
56
Reduced
53
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.1M
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.2M
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
$4.08M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
$6.24M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M

Sector Composition

1 Technology 0.01%
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
$16.5M 0.6%
488,946
-14,031
-3% -$473K
VTEB icon
27
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$16M 0.59%
315,807
-72,093
-19% -$3.65M
VONE icon
28
Vanguard Russell 1000 ETF
VONE
$6.65B
$15.9M 0.58%
66,585
-26,204
-28% -$6.24M
SPEM icon
29
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$15.2M 0.56%
420,377
-25,563
-6% -$923K
BNDX icon
30
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.8M 0.47%
261,180
+16,507
+7% +$812K
MUB icon
31
iShares National Muni Bond ETF
MUB
$38.6B
$12.3M 0.45%
114,054
-27,724
-20% -$2.98M
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.5B
$11.4M 0.42%
148,789
+1,598
+1% +$123K
DMXF icon
33
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$11.2M 0.41%
165,097
+17,404
+12% +$1.19M
ESML icon
34
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$10.5M 0.39%
260,886
+28,305
+12% +$1.14M
VTI icon
35
Vanguard Total Stock Market ETF
VTI
$526B
$9.73M 0.36%
41,009
-5,910
-13% -$1.4M
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$36.2B
$9.2M 0.34%
180,053
-11,659
-6% -$596K
BIV icon
37
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$7.91M 0.29%
104,851
+2,618
+3% +$197K
VTWO icon
38
Vanguard Russell 2000 ETF
VTWO
$12.6B
$7.58M 0.28%
89,059
-35,764
-29% -$3.04M
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$7.24M 0.27%
44,025
-2
-0% -$329
DYNF icon
40
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$6.93M 0.25%
+156,072
New +$6.93M
ESGE icon
41
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$6.85M 0.25%
212,540
+22,571
+12% +$727K
BND icon
42
Vanguard Total Bond Market
BND
$134B
$6.7M 0.25%
92,245
+3,874
+4% +$281K
HYXF icon
43
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$6.56M 0.24%
143,646
+19,687
+16% +$899K
SCHF icon
44
Schwab International Equity ETF
SCHF
$50.3B
$6.45M 0.24%
209,330
-3,851
-2% -$119K
IWY icon
45
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$6.08M 0.22%
31,170
+5,141
+20% +$1M
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$5.82M 0.21%
339,042
+16,921
+5% +$290K
VMBS icon
47
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.75M 0.21%
126,152
+7,361
+6% +$336K
SCHZ icon
48
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.74M 0.21%
163,371
+12,516
+8% +$440K
MBB icon
49
iShares MBS ETF
MBB
$41B
$5.49M 0.2%
59,358
+3,934
+7% +$364K
IWB icon
50
iShares Russell 1000 ETF
IWB
$43.2B
$5.48M 0.2%
20,056
-1,524
-7% -$416K
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