SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Return 10.52%
This Quarter Return
+2.8%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$246M
Cap. Flow
+$206M
Cap. Flow %
12.65%
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$117M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$23.2M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$10.2M

Top Sells

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$23.2M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.6M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$1.37M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VLUE icon
51
iShares MSCI USA Value Factor ETF
VLUE
$7.12B
$1.57M 0.1%
15,296
+2,394
+19% +$245K
SCHO icon
52
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.46M 0.09%
56,814
+1,872
+3% +$48K
FALN icon
53
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$1.38M 0.08%
+47,186
New +$1.38M
VO icon
54
Vanguard Mid-Cap ETF
VO
$87.4B
$1.37M 0.08%
6,177
+342
+6% +$75.7K
HYG icon
55
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.17M 0.07%
13,389
+1,248
+10% +$109K
IXN icon
56
iShares Global Tech ETF
IXN
$5.73B
$1.09M 0.07%
21,222
+6,192
+41% +$317K
MBB icon
57
iShares MBS ETF
MBB
$41.1B
$1.07M 0.07%
9,836
-2,382
-19% -$258K
SCHP icon
58
Schwab US TIPS ETF
SCHP
$13.9B
$1.02M 0.06%
33,286
+2,818
+9% +$86.2K
PXH icon
59
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.56B
$1.01M 0.06%
44,875
+1,348
+3% +$30.4K
VTEB icon
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.1B
$939K 0.06%
+17,192
New +$939K
INTF icon
61
iShares International Equity Factor ETF
INTF
$2.34B
$869K 0.05%
30,277
+125
+0.4% +$3.59K
IWM icon
62
iShares Russell 2000 ETF
IWM
$67.4B
$835K 0.05%
3,781
-307
-8% -$67.8K
SCHH icon
63
Schwab US REIT ETF
SCHH
$8.29B
$807K 0.05%
39,280
+804
+2% +$16.5K
IYE icon
64
iShares US Energy ETF
IYE
$1.19B
$747K 0.05%
+28,476
New +$747K
VB icon
65
Vanguard Small-Cap ETF
VB
$66.7B
$654K 0.04%
3,055
+412
+16% +$88.2K
SPYV icon
66
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.2B
$650K 0.04%
+17,152
New +$650K
MTUM icon
67
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
$635K 0.04%
+3,946
New +$635K
IHI icon
68
iShares US Medical Devices ETF
IHI
$4.31B
$545K 0.03%
9,900
-1,662
-14% -$91.5K
MUB icon
69
iShares National Muni Bond ETF
MUB
$38.7B
$523K 0.03%
4,506
-908
-17% -$105K
VUG icon
70
Vanguard Growth ETF
VUG
$187B
$400K 0.02%
1,556
+761
+96% +$196K
AAPL icon
71
Apple
AAPL
$3.56T
$331K 0.02%
2,047
– –
EUSB icon
72
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$748M
$279K 0.02%
+5,700
New +$279K
USMV icon
73
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$236K 0.01%
3,417
-5,543
-62% -$383K
VTV icon
74
Vanguard Value ETF
VTV
$144B
$224K 0.01%
+1,701
New +$224K
VNQ icon
75
Vanguard Real Estate ETF
VNQ
$34.3B
$208K 0.01%
+2,353
New +$208K
1 2
3
4