SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
Cap. Flow
-$42.9M
Cap. Flow %
-1.56%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$19.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$17.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BNDX icon
26
Vanguard Total International Bond ETF
BNDX
$68.3B
$14.2M 0.52%
282,701
+7,038
+3% +$354K
SPEM icon
27
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$14.1M 0.51%
376,141
-17,482
-4% -$657K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$13.1M 0.47%
277,654
-64,847
-19% -$3.05M
BSV icon
29
Vanguard Short-Term Bond ETF
BSV
$38.5B
$12M 0.44%
152,728
+230
+0.2% +$18.1K
SPAB icon
30
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$11.9M 0.43%
441,310
-127,031
-22% -$3.44M
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$59B
$11.8M 0.43%
182,793
+50,799
+38% +$3.27M
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$9.94M 0.36%
268,632
+31,990
+14% +$1.18M
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.41M 0.34%
98,759
-6,553
-6% -$624K
ESML icon
34
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$9.15M 0.33%
219,176
-73,489
-25% -$3.07M
HYXF icon
35
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$8.96M 0.33%
189,163
+24,536
+15% +$1.16M
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$36.2B
$8.95M 0.32%
184,518
-2,073
-1% -$101K
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$526B
$8.85M 0.32%
36,100
-1,905
-5% -$467K
BIV icon
38
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.44M 0.31%
107,386
-2,903
-3% -$228K
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$8.31M 0.3%
168,603
+2,304
+1% +$113K
QUAL icon
40
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$8.19M 0.3%
45,840
+1,025
+2% +$183K
SPMO icon
41
Invesco S&P 500 Momentum ETF
SPMO
$11.9B
$7.38M 0.27%
81,728
+663
+0.8% +$59.9K
IWX icon
42
iShares Russell Top 200 Value ETF
IWX
$2.81B
$7.31M 0.27%
+90,236
New +$7.31M
SPYV icon
43
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
$7.23M 0.26%
+137,282
New +$7.23M
BND icon
44
Vanguard Total Bond Market
BND
$134B
$6.85M 0.25%
91,012
-3,347
-4% -$252K
EFG icon
45
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$6.67M 0.24%
61,811
-2,881
-4% -$311K
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$6.66M 0.24%
130,122
-58,553
-31% -$2.99M
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$27.8B
$6.54M 0.24%
112,994
+63,225
+127% +$3.66M
SCHF icon
48
Schwab International Equity ETF
SCHF
$50.3B
$6.4M 0.23%
236,606
+9,515
+4% +$257K
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.11M 0.22%
129,122
+92
+0.1% +$4.35K
SCHZ icon
50
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.86M 0.21%
197,570
+14,021
+8% +$416K
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