SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-12.5%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.93B
AUM Growth
+$1.93B
Cap. Flow
+$59.9M
Cap. Flow %
3.1%
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6

Top Buys

1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$57.3M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$54.2M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$25.2M

Top Sells

1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$66M
2
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$55.6M
3
VXF icon
Vanguard Extended Market ETF
VXF
$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.85M

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
$3.04M 0.16%
167,097
+30,988
+23% +$563K
INTF icon
52
iShares International Equity Factor ETF
INTF
$2.34B
$2.96M 0.15%
125,771
+18,214
+17% +$429K
USRT icon
53
iShares Core US REIT ETF
USRT
$3.09B
$2.81M 0.15%
44,757
-2,267
-5% -$142K
EEMV icon
54
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$2.52M 0.13%
+44,608
New +$2.52M
IJH icon
55
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.28M 0.12%
10,060
-3,491
-26% -$792K
VB icon
56
Vanguard Small-Cap ETF
VB
$66.4B
$2.01M 0.1%
10,993
+3,918
+55% +$716K
VUG icon
57
Vanguard Growth ETF
VUG
$185B
$2.01M 0.1%
6,803
+670
+11% +$198K
MBB icon
58
iShares MBS ETF
MBB
$41B
$1.94M 0.1%
18,254
+940
+5% +$99.7K
PRF icon
59
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.77M 0.09%
11,953
-4,938
-29% -$732K
COMT icon
60
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.75M 0.09%
18,637
-34,156
-65% -$3.21M
ESML icon
61
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$1.73M 0.09%
44,716
+18,650
+72% +$722K
SCHX icon
62
Schwab US Large- Cap ETF
SCHX
$59B
$1.7M 0.09%
39,566
+2,359
+6% +$102K
SCHO icon
63
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.7M 0.09%
37,179
-681
-2% -$31.2K
MUB icon
64
iShares National Muni Bond ETF
MUB
$38.6B
$1.65M 0.09%
16,784
+3,115
+23% +$307K
EAGG icon
65
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$1.61M 0.08%
+32,827
New +$1.61M
DMXF icon
66
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$1.4M 0.07%
24,053
+11,008
+84% +$639K
VTV icon
67
Vanguard Value ETF
VTV
$144B
$1.39M 0.07%
9,510
+1,181
+14% +$173K
TLH icon
68
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$1.37M 0.07%
10,841
+3,540
+48% +$448K
ESGE icon
69
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$1.32M 0.07%
41,108
-28,419
-41% -$910K
IJS icon
70
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$1.24M 0.06%
+13,189
New +$1.24M
ESGD icon
71
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$1.21M 0.06%
10,175
+2,497
+33% +$297K
VWOB icon
72
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.17M 0.06%
+19,043
New +$1.17M
IYE icon
73
iShares US Energy ETF
IYE
$1.2B
$1.16M 0.06%
19,899
-17,143
-46% -$996K
SCHP icon
74
Schwab US TIPS ETF
SCHP
$13.9B
$1.1M 0.06%
16,954
-3,005
-15% -$194K
ICVT icon
75
iShares Convertible Bond ETF
ICVT
$2.8B
$1.09M 0.06%
15,029
+11,357
+309% +$826K
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