SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+15.69%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$935M
AUM Growth
+$935M
Cap. Flow
+$109M
Cap. Flow %
11.7%
Top 10 Hldgs %
79.59%
Holding
66
New
11
Increased
41
Reduced
11
Closed
3

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$130M
2
VXF icon
Vanguard Extended Market ETF
VXF
$114M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$4.12M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$101M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
$492K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHP icon
51
Schwab US TIPS ETF
SCHP
$13.9B
$678K 0.07%
11,304
+69
+0.6% +$4.14K
BND icon
52
Vanguard Total Bond Market
BND
$134B
$626K 0.07%
7,089
+1,031
+17% +$91K
SHYG icon
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$561K 0.06%
+13,089
New +$561K
IWM icon
54
iShares Russell 2000 ETF
IWM
$67B
$517K 0.06%
3,610
-8,810
-71% -$1.26M
ESGE icon
55
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$481K 0.05%
+14,990
New +$481K
MUB icon
56
iShares National Muni Bond ETF
MUB
$38.6B
$467K 0.05%
4,044
+1,026
+34% +$118K
VB icon
57
Vanguard Small-Cap ETF
VB
$66.4B
$437K 0.05%
2,998
-933
-24% -$136K
SCHH icon
58
Schwab US REIT ETF
SCHH
$8.37B
$434K 0.05%
12,314
+55
+0.4% +$1.94K
VLUE icon
59
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$398K 0.04%
+5,513
New +$398K
NEAR icon
60
iShares Short Maturity Bond ETF
NEAR
$3.52B
$337K 0.04%
6,729
+1,792
+36% +$89.7K
IXN icon
61
iShares Global Tech ETF
IXN
$5.71B
$286K 0.03%
+1,215
New +$286K
USMV icon
62
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$237K 0.03%
+3,916
New +$237K
IHI icon
63
iShares US Medical Devices ETF
IHI
$4.33B
$236K 0.03%
+890
New +$236K
IGIB icon
64
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
– –
-4,559
Closed -$250K
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$100B
– –
-396,781
Closed -$57.1M
QUAL icon
66
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
– –
-2,513
Closed -$204K
1 2
3