SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.57%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.14B
AUM Growth
+$2.14B
Cap. Flow
+$105M
Cap. Flow %
4.89%
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$10.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.18M

Top Sells

1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$6.15M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$1.74M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$493K
4
IXN icon
iShares Global Tech ETF
IXN
$348K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$286K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ESGE icon
51
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$1.9M 0.09%
47,855
-910
-2% -$36.1K
PXH icon
52
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.89M 0.09%
86,519
+13,563
+19% +$297K
PRF icon
53
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.87M 0.09%
10,897
+3,859
+55% +$663K
MBB icon
54
iShares MBS ETF
MBB
$41B
$1.86M 0.09%
17,469
+2,653
+18% +$282K
SCHX icon
55
Schwab US Large- Cap ETF
SCHX
$59B
$1.78M 0.08%
17,481
+994
+6% +$101K
VUG icon
56
Vanguard Growth ETF
VUG
$185B
$1.73M 0.08%
5,475
+1,520
+38% +$480K
SCHO icon
57
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.61M 0.08%
33,031
+1,004
+3% +$49K
VV icon
58
Vanguard Large-Cap ETF
VV
$44.5B
$1.6M 0.07%
7,243
+18
+0.2% +$3.98K
HYG icon
59
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.56M 0.07%
17,886
+3,794
+27% +$330K
IXN icon
60
iShares Global Tech ETF
IXN
$5.71B
$1.55M 0.07%
24,618
-5,547
-18% -$348K
USXF icon
61
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$1.47M 0.07%
37,633
+10,619
+39% +$415K
COMT icon
62
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.44M 0.07%
42,103
-3,871
-8% -$132K
INTF icon
63
iShares International Equity Factor ETF
INTF
$2.34B
$1.32M 0.06%
45,915
+2,506
+6% +$72.2K
VB icon
64
Vanguard Small-Cap ETF
VB
$66.4B
$1.25M 0.06%
5,561
+713
+15% +$161K
SCHP icon
65
Schwab US TIPS ETF
SCHP
$13.9B
$1.22M 0.06%
18,919
+511
+3% +$32.8K
VO icon
66
Vanguard Mid-Cap ETF
VO
$87.5B
$1.15M 0.05%
4,500
+182
+4% +$46.4K
IXG icon
67
iShares Global Financials ETF
IXG
$577M
$1.14M 0.05%
14,493
-2,827
-16% -$222K
VTV icon
68
Vanguard Value ETF
VTV
$144B
$1.13M 0.05%
8,024
+2,585
+48% +$365K
IYE icon
69
iShares US Energy ETF
IYE
$1.2B
$1.03M 0.05%
33,874
+44
+0.1% +$1.34K
ESGD icon
70
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$1.03M 0.05%
13,200
+3,708
+39% +$289K
MUB icon
71
iShares National Muni Bond ETF
MUB
$38.6B
$1M 0.05%
10,482
+5,377
+105% +$515K
SCHH icon
72
Schwab US REIT ETF
SCHH
$8.37B
$986K 0.05%
21,826
+261
+1% +$11.8K
IGSB icon
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$981K 0.05%
18,393
-32,642
-64% -$1.74M
ESML icon
74
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$921K 0.04%
23,022
+6,274
+37% +$251K
USMV icon
75
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$886K 0.04%
+11,445
New +$886K
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