SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
Cap. Flow
+$81.3M
Cap. Flow %
2.94%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$15.1M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$12.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$9.24M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$7.62M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$9.88M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$59B
$16.4M 0.59%
732,687
+549,894
+301% +$12.3M
DMXF icon
27
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$15.1M 0.55%
233,325
+29,543
+14% +$1.91M
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$68.3B
$14.7M 0.53%
298,641
+15,940
+6% +$782K
SPEM icon
29
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$13.1M 0.48%
355,053
-21,088
-6% -$781K
VWO icon
30
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$12.3M 0.45%
282,695
+5,041
+2% +$220K
SPAB icon
31
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$12.3M 0.45%
455,128
+13,818
+3% +$374K
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.5B
$12.1M 0.44%
156,898
+4,170
+3% +$322K
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.65M 0.35%
94,226
-4,533
-5% -$464K
ESGE icon
34
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$9.63M 0.35%
287,430
+18,798
+7% +$630K
ESML icon
35
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$9.54M 0.35%
227,283
+8,107
+4% +$340K
HYXF icon
36
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$9.26M 0.34%
200,274
+11,111
+6% +$514K
IWY icon
37
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$9.24M 0.33%
+38,948
New +$9.24M
SCHB icon
38
Schwab US Broad Market ETF
SCHB
$36.2B
$8.86M 0.32%
528,358
+343,840
+186% +$5.77M
DYNF icon
39
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$8.65M 0.31%
168,076
-527
-0.3% -$27.1K
QUAL icon
40
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$8.44M 0.31%
47,277
+1,437
+3% +$257K
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.4M 0.3%
112,203
+4,817
+4% +$360K
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$27.8B
$7.03M 0.25%
134,207
+21,213
+19% +$1.11M
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$7M 0.25%
72,135
+10,324
+17% +$1M
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$526B
$6.88M 0.25%
27,964
-8,136
-23% -$2M
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$6.87M 0.25%
136,967
+6,845
+5% +$343K
XMMO icon
46
Invesco S&P MidCap Momentum ETF
XMMO
$4.28B
$6.81M 0.25%
+55,040
New +$6.81M
BND icon
47
Vanguard Total Bond Market
BND
$134B
$6.65M 0.24%
92,302
+1,290
+1% +$93K
SCHF icon
48
Schwab International Equity ETF
SCHF
$50.3B
$6.28M 0.23%
552,378
+315,772
+133% +$3.59M
VMBS icon
49
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.04M 0.22%
133,053
+3,931
+3% +$178K
MBB icon
50
iShares MBS ETF
MBB
$41B
$5.87M 0.21%
63,936
+3,789
+6% +$348K
1
2
3 4 5