SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-16.22%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$736M
AUM Growth
+$736M
(-9.3%)
Cap. Flow
+$63.8M
Cap. Flow
% of AUM
8.67%
Top 10 Holdings %
Top 10 Hldgs %
75.86%
Holding
55
New
9
Increased
33
Reduced
13
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.14M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$584K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$576K |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$568K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$414K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.1B
| $250K | 0.03% |
+4,559
| New | +$250K |
|
52
iShares Short Maturity Bond ETF
NEAR
$3.5B
| $239K | 0.03% |
+4,937
| New | +$239K |
|
53
iShares ESG Aware MSCI USA ETF
ESGU
$14.1B
| $207K | 0.03% |
+3,598
| New | +$207K |
|
54
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
| $204K | 0.03% |
+2,513
| New | +$204K |
|
55
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
| $197K | 0.03% |
12,792
+880
| +7% | +$13.6K |
|