SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
Cap. Flow
-$89.8M
Cap. Flow %
-3.38%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.8M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
$2.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$49.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$20.7M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MUB icon
51
iShares National Muni Bond ETF
MUB
$38.6B
$5.69M 0.21%
53,375
-60,679
-53% -$6.46M
MBB icon
52
iShares MBS ETF
MBB
$41B
$5.58M 0.21%
60,780
+1,422
+2% +$131K
IWB icon
53
iShares Russell 1000 ETF
IWB
$43.2B
$5.51M 0.21%
19,083
-973
-5% -$281K
VONE icon
54
Vanguard Russell 1000 ETF
VONE
$6.65B
$5.4M 0.2%
21,928
-44,657
-67% -$11M
BLV icon
55
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.38M 0.2%
76,559
+2,129
+3% +$150K
VTV icon
56
Vanguard Value ETF
VTV
$144B
$4.36M 0.16%
27,165
+5,290
+24% +$849K
IVE icon
57
iShares S&P 500 Value ETF
IVE
$41.2B
$4.13M 0.16%
22,705
+862
+4% +$157K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.11M 0.15%
50,548
+1,457
+3% +$118K
TIP icon
59
iShares TIPS Bond ETF
TIP
$13.6B
$3.82M 0.14%
35,870
-255
-0.7% -$27.2K
INTF icon
60
iShares International Equity Factor ETF
INTF
$2.34B
$3.46M 0.13%
118,335
-900
-0.8% -$26.3K
VV icon
61
Vanguard Large-Cap ETF
VV
$44.5B
$3.43M 0.13%
13,743
+9
+0.1% +$2.25K
IYW icon
62
iShares US Technology ETF
IYW
$22.9B
$3.41M 0.13%
22,662
-332
-1% -$50K
SPTS icon
63
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.38M 0.13%
113,394
-9,979
-8% -$298K
LCTU icon
64
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$3.17M 0.12%
53,280
+2,313
+5% +$137K
TLT icon
65
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.83M 0.11%
30,829
+2,599
+9% +$239K
VTWO icon
66
Vanguard Russell 2000 ETF
VTWO
$12.6B
$2.83M 0.11%
34,514
-54,545
-61% -$4.47M
FREL icon
67
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.79M 0.1%
110,006
+2,856
+3% +$72.4K
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.71M 0.1%
46,338
+1,378
+3% +$80.6K
EFV icon
69
iShares MSCI EAFE Value ETF
EFV
$27.8B
$2.64M 0.1%
49,769
-30,411
-38% -$1.61M
BINC icon
70
BlackRock Flexible Income ETF
BINC
$11.6B
$2.61M 0.1%
50,028
+2,804
+6% +$146K
PCY icon
71
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.59M 0.1%
167,779
+10,368
+7% +$160K
EMXC icon
72
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
$2.57M 0.1%
43,440
+2,939
+7% +$174K
VB icon
73
Vanguard Small-Cap ETF
VB
$66.4B
$2.47M 0.09%
11,339
-1,435
-11% -$313K
VUG icon
74
Vanguard Growth ETF
VUG
$185B
$2.4M 0.09%
6,420
-172
-3% -$64.3K
DSI icon
75
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.22M 0.08%
21,340
+989
+5% +$103K
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