SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Return 10.52%
This Quarter Return
+4.53%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$231M
Cap. Flow %
-12.71%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$34M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$28.7M
3
MUB icon
iShares National Muni Bond ETF
MUB
$26.6M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.5M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$69.8M
3
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SHY icon
51
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.28M 0.24%
52,493
+347
+0.7% +$28.3K
TIP icon
52
iShares TIPS Bond ETF
TIP
$13.6B
$4.26M 0.23%
37,911
+136
+0.4% +$15.3K
EFV icon
53
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.22M 0.23%
87,048
-29,838
-26% -$1.45M
VB icon
54
Vanguard Small-Cap ETF
VB
$66.7B
$3.57M 0.2%
18,849
+6,739
+56% +$1.28M
INTF icon
55
iShares International Equity Factor ETF
INTF
$2.34B
$3.43M 0.19%
129,656
-4,417
-3% -$117K
VV icon
56
Vanguard Large-Cap ETF
VV
$44.7B
$3.36M 0.19%
17,987
+2,507
+16% +$468K
PCY icon
57
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.23B
$3.21M 0.18%
156,030
-3,356
-2% -$69.1K
SPIP icon
58
SPDR Portfolio TIPS ETF
SPIP
$963M
$3.15M 0.17%
112,666
-2,161
-2% -$60.3K
HYXF icon
59
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$182M
$3M 0.17%
67,646
+18,717
+38% +$830K
IYW icon
60
iShares US Technology ETF
IYW
$23.1B
$2.91M 0.16%
31,399
+9,922
+46% +$921K
FREL icon
61
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$2.81M 0.16%
112,651
+1,511
+1% +$37.7K
SCHP icon
62
Schwab US TIPS ETF
SCHP
$13.9B
$2.61M 0.14%
94,004
+62,340
+197% +$1.73M
EFA icon
63
iShares MSCI EAFE ETF
EFA
$65.9B
$2.53M 0.14%
+35,407
New +$2.53M
USRT icon
64
iShares Core US REIT ETF
USRT
$3.08B
$2.38M 0.13%
40,238
-3,189
-7% -$188K
ITM icon
65
VanEck Intermediate Muni ETF
ITM
$1.94B
$2.14M 0.12%
+46,074
New +$2.14M
BCI icon
66
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$2.05M 0.11%
98,677
+42,939
+77% +$892K
USMV icon
67
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$2.04M 0.11%
28,079
+9,745
+53% +$709K
SCHX icon
68
Schwab US Large- Cap ETF
SCHX
$59.3B
$1.96M 0.11%
143,076
+10,074
+8% +$138K
PXH icon
69
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.56B
$1.87M 0.1%
101,881
-1,353
-1% -$24.8K
VUG icon
70
Vanguard Growth ETF
VUG
$187B
$1.8M 0.1%
7,220
-131
-2% -$32.7K
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.58M 0.09%
65,536
-2,264
-3% -$54.7K
VTV icon
72
Vanguard Value ETF
VTV
$144B
$1.57M 0.09%
11,365
+574
+5% +$79.3K
TLH icon
73
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$1.55M 0.09%
13,556
-3,676
-21% -$421K
DSI icon
74
iShares MSCI KLD 400 Social ETF
DSI
$4.83B
$1.5M 0.08%
19,198
-3,428
-15% -$267K
PRF icon
75
Invesco FTSE RAFI US 1000 ETF
PRF
$8.13B
$1.44M 0.08%
45,885
-850
-2% -$26.7K
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