SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.79%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.99B
AUM Growth
+$1.99B
Cap. Flow
+$137M
Cap. Flow %
6.86%
Top 10 Hldgs %
72%
Holding
83
New
2
Increased
56
Reduced
22
Closed
3

Top Buys

1
LRGF icon
iShares US Equity Factor ETF
LRGF
$80.2M
2
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$31.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$18.6M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$62.2M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$36.8M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$3.73M

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
$7.1B
$2.02M 0.1%
20,061
+786
+4% +$79.1K
SCHX icon
52
Schwab US Large- Cap ETF
SCHX
$59B
$1.72M 0.09%
16,487
-643
-4% -$66.9K
IXN icon
53
iShares Global Tech ETF
IXN
$5.71B
$1.71M 0.09%
30,165
+28,296
+1,514% +$1.6M
COMT icon
54
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.65M 0.08%
45,974
+2,494
+6% +$89.4K
SCHO icon
55
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.64M 0.08%
32,027
-176
-0.5% -$9.01K
PXH icon
56
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.63M 0.08%
72,956
+21,593
+42% +$482K
MBB icon
57
iShares MBS ETF
MBB
$41B
$1.6M 0.08%
14,816
+2,044
+16% +$221K
VV icon
58
Vanguard Large-Cap ETF
VV
$44.5B
$1.45M 0.07%
7,225
-1,669
-19% -$335K
IXG icon
59
iShares Global Financials ETF
IXG
$577M
$1.36M 0.07%
17,320
-2,272
-12% -$178K
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$100B
$1.34M 0.07%
5,108
+217
+4% +$57.1K
INTF icon
61
iShares International Equity Factor ETF
INTF
$2.34B
$1.26M 0.06%
43,409
+10,769
+33% +$313K
EUSB icon
62
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$1.25M 0.06%
25,153
+12,877
+105% +$638K
HYG icon
63
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.23M 0.06%
14,092
-3,393
-19% -$297K
SCHP icon
64
Schwab US TIPS ETF
SCHP
$13.9B
$1.15M 0.06%
18,408
+515
+3% +$32.2K
VUG icon
65
Vanguard Growth ETF
VUG
$185B
$1.15M 0.06%
3,955
+1,107
+39% +$321K
PRF icon
66
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.12M 0.06%
+7,038
New +$1.12M
VB icon
67
Vanguard Small-Cap ETF
VB
$66.4B
$1.06M 0.05%
4,848
+1,135
+31% +$248K
VO icon
68
Vanguard Mid-Cap ETF
VO
$87.5B
$1.02M 0.05%
4,318
-2,483
-37% -$588K
SCHH icon
69
Schwab US REIT ETF
SCHH
$8.37B
$985K 0.05%
21,565
-846
-4% -$38.6K
USXF icon
70
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$976K 0.05%
27,014
+14,107
+109% +$510K
IYE icon
71
iShares US Energy ETF
IYE
$1.2B
$956K 0.05%
33,830
-3,744
-10% -$106K
IWM icon
72
iShares Russell 2000 ETF
IWM
$67B
$832K 0.04%
3,802
-198
-5% -$43.3K
ESGD icon
73
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$744K 0.04%
9,492
+4,829
+104% +$379K
VTV icon
74
Vanguard Value ETF
VTV
$144B
$736K 0.04%
5,439
+1,861
+52% +$252K
ESML icon
75
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$653K 0.03%
16,748
+6,608
+65% +$258K
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