SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+8.83%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
Cap. Flow
-$63.1M
Cap. Flow %
-2.4%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

1
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$6.33M
2
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$4.56M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
$2.7M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$33.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$13.2M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MBB icon
51
iShares MBS ETF
MBB
$41B
$5.21M 0.2%
55,424
+1,528
+3% +$144K
BLV icon
52
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.18M 0.2%
69,493
+2,259
+3% +$168K
IWY icon
53
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$4.56M 0.17%
+26,029
New +$4.56M
TFLO icon
54
iShares Treasury Floating Rate Bond ETF
TFLO
$6.73B
$4.34M 0.16%
85,937
-2,692
-3% -$136K
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.32M 0.16%
52,844
+1,648
+3% +$135K
TIP icon
56
iShares TIPS Bond ETF
TIP
$13.6B
$4.09M 0.16%
38,148
-4,754
-11% -$509K
SPTS icon
57
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.88M 0.15%
134,676
-9,817
-7% -$283K
TLT icon
58
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$3.67M 0.14%
37,136
+3,399
+10% +$336K
QQQM icon
59
Invesco NASDAQ 100 ETF
QQQM
$58.8B
$3.61M 0.14%
21,416
-15,880
-43% -$2.68M
EFG icon
60
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$3.57M 0.14%
36,909
-16,725
-31% -$1.62M
INTF icon
61
iShares International Equity Factor ETF
INTF
$2.34B
$3.47M 0.13%
123,895
+1,529
+1% +$42.9K
ESGU icon
62
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$3.36M 0.13%
31,981
+3,018
+10% +$317K
SCHX icon
63
Schwab US Large- Cap ETF
SCHX
$59B
$3.21M 0.12%
60,737
+8,292
+16% +$438K
VV icon
64
Vanguard Large-Cap ETF
VV
$44.5B
$3.19M 0.12%
14,630
-1,863
-11% -$406K
MDYV icon
65
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$3.19M 0.12%
+43,457
New +$3.19M
FREL icon
66
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.14M 0.12%
117,856
+7,278
+7% +$194K
VB icon
67
Vanguard Small-Cap ETF
VB
$66.4B
$3.11M 0.12%
14,580
-2,303
-14% -$491K
SPSM icon
68
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$2.87M 0.11%
67,982
-17,009
-20% -$717K
VGSH icon
69
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
$2.87M 0.11%
49,151
-42,394
-46% -$2.47M
LQD icon
70
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$2.83M 0.11%
25,595
+7,537
+42% +$834K
VTV icon
71
Vanguard Value ETF
VTV
$144B
$2.76M 0.1%
18,443
+7,416
+67% +$1.11M
PCY icon
72
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.71M 0.1%
156,812
+5,062
+3% +$87.5K
IYW icon
73
iShares US Technology ETF
IYW
$22.9B
$2.71M 0.1%
22,078
+7,288
+49% +$895K
LCTU icon
74
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$2.66M 0.1%
50,917
+9,892
+24% +$518K
IJH icon
75
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.51M 0.1%
9,053
-3,648
-29% -$1.01M
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