SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+7.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$3.02B
AUM Growth
+$3.02B
Cap. Flow
+$36.4M
Cap. Flow %
1.2%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$11.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$6.42M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$6.17M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$19.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DMXF icon
26
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$17.2M 0.57%
231,283
-444
-0.2% -$33.1K
SPMO icon
27
Invesco S&P 500 Momentum ETF
SPMO
$11.9B
$14.4M 0.48%
128,364
+38,914
+44% +$4.35M
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$13.9M 0.46%
281,483
+1,873
+0.7% +$92.5K
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$36.2B
$13.9M 0.46%
584,815
+15,904
+3% +$377K
SPEM icon
30
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$13.8M 0.46%
323,023
-17,059
-5% -$727K
BNDX icon
31
Vanguard Total International Bond ETF
BNDX
$68.3B
$13.1M 0.43%
265,554
-34,640
-12% -$1.71M
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$38.5B
$12.4M 0.41%
157,488
+1,584
+1% +$125K
SPAB icon
33
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$12.4M 0.41%
484,543
+29,850
+7% +$761K
SCHF icon
34
Schwab International Equity ETF
SCHF
$50.3B
$11.9M 0.4%
541,624
-25,282
-4% -$557K
ESGE icon
35
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$11.6M 0.38%
297,302
+4,127
+1% +$161K
SCHE icon
36
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$11.4M 0.38%
379,446
-10,258
-3% -$309K
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$10.6M 0.35%
255,762
+16,849
+7% +$696K
SPYG icon
38
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$10.3M 0.34%
108,452
+56,985
+111% +$5.4M
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$10.2M 0.34%
56,371
+1,271
+2% +$231K
SCHZ icon
40
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$10.2M 0.34%
441,479
-1,065
-0.2% -$24.7K
HYXF icon
41
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$9.85M 0.33%
208,110
+4,391
+2% +$208K
EFV icon
42
iShares MSCI EAFE Value ETF
EFV
$27.8B
$9.66M 0.32%
152,124
+44,345
+41% +$2.82M
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.3M 0.31%
84,919
-9,561
-10% -$1.05M
DYNF icon
44
BlackRock US Equity Factor Rotation ETF
DYNF
$22.6B
$9.23M 0.31%
170,274
-207
-0.1% -$11.2K
BIV icon
45
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.91M 0.29%
115,603
+3,688
+3% +$284K
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$526B
$7.94M 0.26%
26,260
-517
-2% -$156K
IVE icon
47
iShares S&P 500 Value ETF
IVE
$41.2B
$7.92M 0.26%
40,768
+5,477
+16% +$1.06M
SMMD icon
48
iShares Russell 2500 ETF
SMMD
$1.62B
$6.42M 0.21%
95,048
+25,551
+37% +$1.73M
BND icon
49
Vanguard Total Bond Market
BND
$134B
$6.37M 0.21%
86,791
-2,256
-3% -$165K
VTV icon
50
Vanguard Value ETF
VTV
$144B
$6.3M 0.21%
35,684
+919
+3% +$162K
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