SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.38%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.58B
Cap. Flow
+$751M
Cap. Flow %
29.1%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$359M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$124M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$36.9M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$3.31M
3
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VMBS icon
51
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$5.49M 0.21%
119,696
+2,693
+2% +$123K
IWB icon
52
iShares Russell 1000 ETF
IWB
$43.2B
$5.46M 0.21%
23,928
-440
-2% -$100K
ESGE icon
53
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$5.28M 0.2%
168,195
+26,413
+19% +$829K
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.07M 0.2%
68,323
+1,990
+3% +$148K
SPTS icon
55
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$4.77M 0.19%
155,191
-7,405
-5% -$228K
ESGU icon
56
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$4.68M 0.18%
48,605
-2,638
-5% -$254K
EFV icon
57
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.33M 0.17%
89,401
+2,353
+3% +$114K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.3M 0.17%
53,451
+958
+2% +$77.1K
HYXF icon
59
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$3.76M 0.15%
85,601
+17,955
+27% +$789K
VB icon
60
Vanguard Small-Cap ETF
VB
$66.4B
$3.6M 0.14%
18,201
-648
-3% -$128K
TIP icon
61
iShares TIPS Bond ETF
TIP
$13.6B
$3.53M 0.14%
32,082
-5,829
-15% -$642K
IYW icon
62
iShares US Technology ETF
IYW
$22.9B
$3.5M 0.14%
32,600
+1,201
+4% +$129K
VV icon
63
Vanguard Large-Cap ETF
VV
$44.5B
$3.44M 0.13%
17,169
-818
-5% -$164K
INTF icon
64
iShares International Equity Factor ETF
INTF
$2.34B
$3.34M 0.13%
126,267
-3,389
-3% -$89.8K
SPSM icon
65
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$3.27M 0.13%
+84,190
New +$3.27M
PCY icon
66
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$3.14M 0.12%
152,340
-3,690
-2% -$76.1K
SPIP icon
67
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.91M 0.11%
102,724
-9,942
-9% -$281K
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.86M 0.11%
114,494
+1,843
+2% +$46.1K
EFA icon
69
iShares MSCI EAFE ETF
EFA
$66B
$2.43M 0.09%
33,892
-1,515
-4% -$109K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.42M 0.09%
+9,314
New +$2.42M
USRT icon
71
iShares Core US REIT ETF
USRT
$3.09B
$2.31M 0.09%
39,392
-846
-2% -$49.7K
USMV icon
72
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$2.2M 0.09%
29,960
+1,881
+7% +$138K
SPY icon
73
SPDR S&P 500 ETF Trust
SPY
$658B
$2.07M 0.08%
+4,719
New +$2.07M
BCI icon
74
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$2.05M 0.08%
102,985
+4,308
+4% +$85.9K
SCHX icon
75
Schwab US Large- Cap ETF
SCHX
$59B
$1.99M 0.08%
48,404
+712
+1% +$29.3K
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