SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.74%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
Cap. Flow
+$114M
Cap. Flow %
10.38%
Top 10 Hldgs %
78.89%
Holding
70
New
7
Increased
56
Reduced
7
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$28.7M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$12.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$9.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
$8.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$4.79M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$286K
2
VV icon
Vanguard Large-Cap ETF
VV
$124K
3
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
$78.7K
4
IWB icon
iShares Russell 1000 ETF
IWB
$44.9K
5
VB icon
Vanguard Small-Cap ETF
VB
$39.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHP icon
51
Schwab US TIPS ETF
SCHP
$13.9B
$807K 0.07%
13,070
+1,766
+16% +$109K
PXH icon
52
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$779K 0.07%
44,958
-4,542
-9% -$78.7K
SPYG icon
53
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$733K 0.07%
+14,725
New +$733K
INTF icon
54
iShares International Equity Factor ETF
INTF
$2.34B
$705K 0.06%
28,885
-1,038
-3% -$25.3K
VLUE icon
55
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$680K 0.06%
9,265
+3,752
+68% +$275K
BND icon
56
Vanguard Total Bond Market
BND
$134B
$634K 0.06%
7,172
+83
+1% +$7.34K
IWM icon
57
iShares Russell 2000 ETF
IWM
$67B
$597K 0.05%
4,001
+391
+11% +$58.3K
NEAR icon
58
iShares Short Maturity Bond ETF
NEAR
$3.52B
$554K 0.05%
11,052
+4,323
+64% +$217K
SCHH icon
59
Schwab US REIT ETF
SCHH
$8.37B
$527K 0.05%
14,924
+2,610
+21% +$92.2K
IXN icon
60
iShares Global Tech ETF
IXN
$5.71B
$505K 0.05%
1,926
+711
+59% +$186K
MUB icon
61
iShares National Muni Bond ETF
MUB
$38.6B
$484K 0.04%
4,172
+128
+3% +$14.8K
MTUM icon
62
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$469K 0.04%
+3,213
New +$469K
IHI icon
63
iShares US Medical Devices ETF
IHI
$4.33B
$426K 0.04%
1,446
+556
+62% +$164K
VB icon
64
Vanguard Small-Cap ETF
VB
$66.4B
$420K 0.04%
2,741
-257
-9% -$39.4K
USMV icon
65
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$408K 0.04%
6,434
+2,518
+64% +$160K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$100B
$280K 0.03%
+1,522
New +$280K
IUSB icon
67
iShares Core Total USD Bond Market ETF
IUSB
$34B
$276K 0.03%
+5,070
New +$276K
IEF icon
68
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$274K 0.02%
+2,240
New +$274K
IYG icon
69
iShares US Financial Services ETF
IYG
$1.94B
$269K 0.02%
+2,229
New +$269K
TLT icon
70
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$205K 0.02%
+1,240
New +$205K
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