SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
Cap. Flow
-$89.8M
Cap. Flow %
-3.38%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.8M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
$2.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$49.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$20.7M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$14.8M 0.56%
342,501
-99,253
-22% -$4.3M
SPEM icon
27
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$14.5M 0.54%
393,623
-26,754
-6% -$984K
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$68.3B
$13.4M 0.5%
275,663
+14,483
+6% +$705K
DMXF icon
29
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$12.4M 0.47%
183,724
+18,627
+11% +$1.26M
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$38.5B
$11.7M 0.44%
152,498
+3,709
+2% +$284K
ESML icon
31
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$11.3M 0.42%
292,665
+31,779
+12% +$1.22M
SPYG icon
32
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$9.9M 0.37%
123,505
+97,334
+372% +$7.8M
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.75M 0.37%
105,312
+42,466
+68% +$3.93M
VTEB icon
34
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$9.45M 0.36%
188,675
-127,132
-40% -$6.37M
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$36.2B
$9.23M 0.35%
186,591
+6,538
+4% +$323K
VTI icon
36
Vanguard Total Stock Market ETF
VTI
$526B
$9.1M 0.34%
38,005
-3,004
-7% -$720K
BIV icon
37
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.26M 0.31%
110,289
+5,438
+5% +$407K
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$59B
$7.99M 0.3%
131,994
+51,192
+63% +$3.1M
ESGE icon
39
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$7.93M 0.3%
236,642
+24,102
+11% +$808K
DYNF icon
40
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$7.81M 0.29%
166,299
+10,227
+7% +$480K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$7.65M 0.29%
44,815
+790
+2% +$135K
HYXF icon
42
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$7.44M 0.28%
164,627
+20,981
+15% +$948K
SPMO icon
43
Invesco S&P 500 Momentum ETF
SPMO
$11.9B
$7.09M 0.27%
81,065
+18,623
+30% +$1.63M
IWY icon
44
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$7.07M 0.27%
32,951
+1,781
+6% +$382K
BND icon
45
Vanguard Total Bond Market
BND
$134B
$6.8M 0.26%
94,359
+2,114
+2% +$152K
EFG icon
46
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$6.62M 0.25%
64,692
+25,175
+64% +$2.58M
SCHF icon
47
Schwab International Equity ETF
SCHF
$50.3B
$6.57M 0.25%
227,091
+17,761
+8% +$514K
SCHZ icon
48
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.91M 0.22%
183,549
+20,178
+12% +$649K
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.86M 0.22%
129,030
+2,878
+2% +$131K
SCHE icon
50
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$5.84M 0.22%
358,687
+19,645
+6% +$320K
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