SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-6.54%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.08B
AUM Growth
+$2.08B
Cap. Flow
+$56M
Cap. Flow %
2.69%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

1
VXF icon
Vanguard Extended Market ETF
VXF
$10.3M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$7.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$5.26M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$5.11M

Top Sells

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$10.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.63M
3
TIP icon
iShares TIPS Bond ETF
TIP
$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
$3M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PXH icon
51
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$2.83M 0.14%
136,109
+49,590
+57% +$1.03M
EUSB icon
52
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$2.41M 0.12%
48,610
+6,821
+16% +$338K
VV icon
53
Vanguard Large-Cap ETF
VV
$44.5B
$2.23M 0.11%
10,677
+3,434
+47% +$716K
ESGE icon
54
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$2.14M 0.1%
69,527
+21,672
+45% +$667K
VLUE icon
55
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$1.99M 0.1%
10,649
-7,763
-42% -$1.45M
VUG icon
56
Vanguard Growth ETF
VUG
$185B
$1.89M 0.09%
6,133
+658
+12% +$203K
HYG icon
57
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$1.88M 0.09%
22,868
+4,982
+28% +$410K
SCHX icon
58
Schwab US Large- Cap ETF
SCHX
$59B
$1.88M 0.09%
37,207
+19,726
+113% +$996K
MBB icon
59
iShares MBS ETF
MBB
$41B
$1.86M 0.09%
17,314
-155
-0.9% -$16.6K
SCHO icon
60
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.74M 0.08%
37,860
+4,829
+15% +$222K
USXF icon
61
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$1.71M 0.08%
47,599
+9,966
+26% +$357K
IXN icon
62
iShares Global Tech ETF
IXN
$5.71B
$1.6M 0.08%
20,207
-4,411
-18% -$349K
COMT icon
63
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.57M 0.08%
52,793
+10,690
+25% +$317K
VB icon
64
Vanguard Small-Cap ETF
VB
$66.4B
$1.52M 0.07%
7,075
+1,514
+27% +$326K
FNDX icon
65
Schwab Fundamental US Large Company Index ETF
FNDX
$19.8B
$1.35M 0.06%
205,778
+130,296
+173% +$852K
MUB icon
66
iShares National Muni Bond ETF
MUB
$38.6B
$1.27M 0.06%
13,669
+3,187
+30% +$296K
VTV icon
67
Vanguard Value ETF
VTV
$144B
$1.27M 0.06%
8,329
+305
+4% +$46.4K
SCHP icon
68
Schwab US TIPS ETF
SCHP
$13.9B
$1.23M 0.06%
19,959
+1,040
+5% +$64.2K
MDYV icon
69
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$1.19M 0.06%
+70,865
New +$1.19M
ESGD icon
70
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$1.18M 0.06%
7,678
-5,522
-42% -$850K
IYE icon
71
iShares US Energy ETF
IYE
$1.2B
$1.13M 0.05%
37,042
+3,168
+9% +$96.3K
VO icon
72
Vanguard Mid-Cap ETF
VO
$87.5B
$1.09M 0.05%
4,575
+75
+2% +$17.8K
ESML icon
73
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$1.07M 0.05%
26,066
+3,044
+13% +$125K
SCHH icon
74
Schwab US REIT ETF
SCHH
$8.37B
$1.06M 0.05%
46,359
+24,533
+112% +$559K
TLH icon
75
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$1.01M 0.05%
+7,301
New +$1.01M
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