SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-3.41%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.49B
AUM Growth
+$2.49B
Cap. Flow
-$12.2M
Cap. Flow %
-0.49%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
39
Reduced
62
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$14M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$7.07M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
$6.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$20.1M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$9.32M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.28M

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
$4.91M 0.2%
162,010
-6,185
-4% -$187K
MBB icon
52
iShares MBS ETF
MBB
$41B
$4.79M 0.19%
53,896
-17,209
-24% -$1.53M
EFG icon
53
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$4.63M 0.19%
53,634
-18,465
-26% -$1.59M
HYXF icon
54
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$4.56M 0.18%
105,661
+20,060
+23% +$866K
BLV icon
55
Vanguard Long-Term Bond ETF
BLV
$5.53B
$4.51M 0.18%
67,234
-1,089
-2% -$73K
TFLO icon
56
iShares Treasury Floating Rate Bond ETF
TFLO
$6.73B
$4.5M 0.18%
+88,629
New +$4.5M
TIP icon
57
iShares TIPS Bond ETF
TIP
$13.6B
$4.45M 0.18%
42,902
+10,820
+34% +$1.12M
USMV icon
58
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$4.26M 0.17%
58,901
+28,941
+97% +$2.09M
JMST icon
59
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$4.22M 0.17%
83,609
-82,554
-50% -$4.16M
SHY icon
60
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.13M 0.17%
51,196
-2,255
-4% -$182K
SPTS icon
61
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$4.12M 0.17%
144,493
-10,698
-7% -$305K
VV icon
62
Vanguard Large-Cap ETF
VV
$44.5B
$3.23M 0.13%
16,493
-676
-4% -$132K
VB icon
63
Vanguard Small-Cap ETF
VB
$66.4B
$3.19M 0.13%
16,883
-1,318
-7% -$249K
IJH icon
64
iShares Core S&P Mid-Cap ETF
IJH
$100B
$3.17M 0.13%
12,701
+3,387
+36% +$845K
INTF icon
65
iShares International Equity Factor ETF
INTF
$2.34B
$3.16M 0.13%
122,366
-3,901
-3% -$101K
SPSM icon
66
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$3.14M 0.13%
84,991
+801
+1% +$29.6K
TLT icon
67
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.99M 0.12%
+33,737
New +$2.99M
PCY icon
68
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.74M 0.11%
151,750
-590
-0.4% -$10.7K
ESGU icon
69
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$2.72M 0.11%
28,963
-19,642
-40% -$1.84M
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$59B
$2.7M 0.11%
52,445
+4,041
+8% +$208K
FREL icon
71
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.52M 0.1%
110,578
-3,916
-3% -$89.1K
SPIP icon
72
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.48M 0.1%
99,941
-2,783
-3% -$69.2K
SPY icon
73
SPDR S&P 500 ETF Trust
SPY
$658B
$2.24M 0.09%
5,236
+517
+11% +$221K
EFA icon
74
iShares MSCI EAFE ETF
EFA
$66B
$2.19M 0.09%
31,844
-2,048
-6% -$141K
BCI icon
75
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$2.06M 0.08%
97,645
-5,340
-5% -$113K
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