SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+4.92%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$1.89B
Cap. Flow
+$197M
Cap. Flow %
10.43%
Top 10 Hldgs %
75.64%
Holding
85
New
10
Increased
67
Reduced
4
Closed
4

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$23.3M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.8M
3
VXF icon
Vanguard Extended Market ETF
VXF
$19.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$16.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.8M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.99M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$1.64M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$650K
4
IXN icon
iShares Global Tech ETF
IXN
$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FALN icon
51
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$1.79M 0.09%
59,845
+12,659
+27% +$379K
VV icon
52
Vanguard Large-Cap ETF
VV
$44.5B
$1.79M 0.09%
8,894
+415
+5% +$83.3K
SCHX icon
53
Schwab US Large- Cap ETF
SCHX
$59B
$1.78M 0.09%
17,130
+99
+0.6% +$10.3K
SCHO icon
54
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.65M 0.09%
32,203
+3,796
+13% +$194K
VO icon
55
Vanguard Mid-Cap ETF
VO
$87.5B
$1.61M 0.09%
6,801
+624
+10% +$148K
HYG icon
56
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.54M 0.08%
17,485
+4,096
+31% +$360K
IXG icon
57
iShares Global Financials ETF
IXG
$577M
$1.52M 0.08%
+19,592
New +$1.52M
COMT icon
58
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.5M 0.08%
+43,480
New +$1.5M
MBB icon
59
iShares MBS ETF
MBB
$41B
$1.38M 0.07%
12,772
+2,936
+30% +$318K
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$100B
$1.31M 0.07%
4,891
-6,120
-56% -$1.64M
PXH icon
61
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.2M 0.06%
51,363
+6,488
+14% +$151K
SCHP icon
62
Schwab US TIPS ETF
SCHP
$13.9B
$1.12M 0.06%
17,893
+1,250
+8% +$78.1K
IYE icon
63
iShares US Energy ETF
IYE
$1.2B
$1.09M 0.06%
37,574
+9,098
+32% +$265K
SCHH icon
64
Schwab US REIT ETF
SCHH
$8.37B
$1.03M 0.05%
22,411
+2,771
+14% +$127K
INTF icon
65
iShares International Equity Factor ETF
INTF
$2.34B
$981K 0.05%
32,640
+2,363
+8% +$71K
IWM icon
66
iShares Russell 2000 ETF
IWM
$67B
$917K 0.05%
4,000
+219
+6% +$50.2K
MTUM icon
67
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$867K 0.05%
4,998
+1,052
+27% +$182K
VB icon
68
Vanguard Small-Cap ETF
VB
$66.4B
$837K 0.04%
3,713
+658
+22% +$148K
VUG icon
69
Vanguard Growth ETF
VUG
$185B
$817K 0.04%
2,848
+1,292
+83% +$371K
IXN icon
70
iShares Global Tech ETF
IXN
$5.71B
$631K 0.03%
1,869
-1,668
-47% -$563K
EUSB icon
71
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$610K 0.03%
12,276
+6,576
+115% +$327K
MUB icon
72
iShares National Muni Bond ETF
MUB
$38.6B
$513K 0.03%
4,378
-128
-3% -$15K
VTV icon
73
Vanguard Value ETF
VTV
$144B
$492K 0.03%
3,578
+1,877
+110% +$258K
USXF icon
74
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$469K 0.02%
+12,907
New +$469K
SUSB icon
75
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$447K 0.02%
+17,158
New +$447K
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