SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.31%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.72B
AUM Growth
+$2.72B
Cap. Flow
-$33.9M
Cap. Flow %
-1.24%
Top 10 Hldgs %
62.7%
Holding
133
New
17
Increased
56
Reduced
53
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.1M
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.2M
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
$4.08M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
$6.24M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BLV icon
51
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.38M 0.2%
74,430
+4,937
+7% +$357K
IVW icon
52
iShares S&P 500 Growth ETF
IVW
$63.1B
$5.31M 0.19%
62,846
+38,993
+163% +$3.29M
SPMO icon
53
Invesco S&P 500 Momentum ETF
SPMO
$11.9B
$5.01M 0.18%
+62,442
New +$5.01M
SCHX icon
54
Schwab US Large- Cap ETF
SCHX
$59B
$4.6M 0.17%
80,802
+20,065
+33% +$1.14M
EFV icon
55
iShares MSCI EAFE Value ETF
EFV
$27.8B
$4.36M 0.16%
80,180
-32,411
-29% -$1.76M
EFG icon
56
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$4.1M 0.15%
39,517
+2,608
+7% +$271K
IVE icon
57
iShares S&P 500 Value ETF
IVE
$41.2B
$4.08M 0.15%
+21,843
New +$4.08M
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4M 0.15%
49,091
-3,753
-7% -$306K
TIP icon
59
iShares TIPS Bond ETF
TIP
$13.6B
$3.87M 0.14%
36,125
-2,023
-5% -$217K
MDYG icon
60
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.41B
$3.69M 0.14%
+42,289
New +$3.69M
SPTS icon
61
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.64M 0.13%
123,373
-11,303
-8% -$333K
VTV icon
62
Vanguard Value ETF
VTV
$144B
$3.56M 0.13%
21,875
+3,432
+19% +$559K
INTF icon
63
iShares International Equity Factor ETF
INTF
$2.34B
$3.56M 0.13%
119,235
-4,660
-4% -$139K
VV icon
64
Vanguard Large-Cap ETF
VV
$44.5B
$3.29M 0.12%
13,734
-896
-6% -$215K
IYW icon
65
iShares US Technology ETF
IYW
$22.9B
$3.11M 0.11%
22,994
+916
+4% +$124K
LCTU icon
66
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$2.93M 0.11%
50,967
+50
+0.1% +$2.87K
VB icon
67
Vanguard Small-Cap ETF
VB
$66.4B
$2.92M 0.11%
12,774
-1,806
-12% -$413K
FREL icon
68
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.8M 0.1%
107,150
-10,706
-9% -$279K
IJH icon
69
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.73M 0.1%
44,960
+35,907
+397% +$2.18M
TLT icon
70
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.67M 0.1%
28,230
-8,906
-24% -$843K
PCY icon
71
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.57M 0.09%
157,411
+599
+0.4% +$9.78K
BINC icon
72
BlackRock Flexible Income ETF
BINC
$11.6B
$2.48M 0.09%
+47,224
New +$2.48M
EMXC icon
73
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
$2.33M 0.09%
40,501
+23,514
+138% +$1.35M
VUG icon
74
Vanguard Growth ETF
VUG
$185B
$2.27M 0.08%
6,592
-204
-3% -$70.2K
SPIP icon
75
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.24M 0.08%
86,632
-6,950
-7% -$180K
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