SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+11.86%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$1.38B
Cap. Flow
+$147M
Cap. Flow %
10.67%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$48.6M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$6.81M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$5.18M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$469K
5
IYG icon
iShares US Financial Services ETF
IYG
$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VLUE icon
51
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$1.12M 0.08%
12,902
+3,637
+39% +$316K
HYG icon
52
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.06M 0.08%
12,141
+1,412
+13% +$123K
MDYG icon
53
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.41B
$1.04M 0.08%
+14,995
New +$1.04M
SCHP icon
54
Schwab US TIPS ETF
SCHP
$13.9B
$946K 0.07%
15,234
+2,164
+17% +$134K
PXH icon
55
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$921K 0.07%
43,527
-1,431
-3% -$30.3K
MDYV icon
56
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$890K 0.06%
+16,044
New +$890K
INTF icon
57
iShares International Equity Factor ETF
INTF
$2.34B
$820K 0.06%
30,152
+1,267
+4% +$34.5K
IUSB icon
58
iShares Core Total USD Bond Market ETF
IUSB
$34B
$803K 0.06%
14,720
+9,650
+190% +$526K
IWM icon
59
iShares Russell 2000 ETF
IWM
$67B
$801K 0.06%
4,088
+87
+2% +$17K
IXN icon
60
iShares Global Tech ETF
IXN
$5.71B
$752K 0.05%
2,505
+579
+30% +$174K
SCHH icon
61
Schwab US REIT ETF
SCHH
$8.37B
$730K 0.05%
19,238
+4,314
+29% +$164K
BND icon
62
Vanguard Total Bond Market
BND
$134B
$654K 0.05%
7,416
+244
+3% +$21.5K
MUB icon
63
iShares National Muni Bond ETF
MUB
$38.6B
$635K 0.05%
5,414
+1,242
+30% +$146K
IHI icon
64
iShares US Medical Devices ETF
IHI
$4.33B
$631K 0.05%
1,927
+481
+33% +$158K
USMV icon
65
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$608K 0.04%
8,960
+2,526
+39% +$171K
PKW icon
66
Invesco BuyBack Achievers ETF
PKW
$1.46B
$559K 0.04%
+7,619
New +$559K
VB icon
67
Vanguard Small-Cap ETF
VB
$66.4B
$515K 0.04%
2,643
-98
-4% -$19.1K
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$100B
$509K 0.04%
2,213
+691
+45% +$159K
AAPL icon
69
Apple
AAPL
$3.45T
$349K 0.03%
+2,047
New +$349K
IEF icon
70
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$333K 0.02%
2,776
+536
+24% +$64.3K
TLT icon
71
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$310K 0.02%
1,954
+714
+58% +$113K
VUG icon
72
Vanguard Growth ETF
VUG
$185B
$201K 0.01%
+795
New +$201K
IYG icon
73
iShares US Financial Services ETF
IYG
$1.94B
– –
-2,229
Closed -$269K
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
– –
-3,213
Closed -$469K
NEAR icon
75
iShares Short Maturity Bond ETF
NEAR
$3.52B
– –
-11,052
Closed -$554K
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