SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
Cap. Flow
-$42.9M
Cap. Flow %
-1.56%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$19.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$17.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$9.02M

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
$5.81M 0.21%
76,969
+410
+0.5% +$30.9K
MBB icon
52
iShares MBS ETF
MBB
$41B
$5.79M 0.21%
60,147
-633
-1% -$60.9K
SCHE icon
53
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$5.68M 0.21%
374,242
+15,555
+4% +$236K
IWB icon
54
iShares Russell 1000 ETF
IWB
$43.2B
$5.61M 0.2%
18,765
-318
-2% -$95.1K
VTV icon
55
Vanguard Value ETF
VTV
$144B
$5.48M 0.2%
31,514
+4,349
+16% +$757K
HDV icon
56
iShares Core High Dividend ETF
HDV
$11.7B
$5.01M 0.18%
+42,779
New +$5.01M
IVE icon
57
iShares S&P 500 Value ETF
IVE
$41.2B
$4.46M 0.16%
22,707
+2
+0% +$393
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.24M 0.15%
50,341
-207
-0.4% -$17.4K
INTF icon
59
iShares International Equity Factor ETF
INTF
$2.34B
$3.8M 0.14%
120,352
+2,017
+2% +$63.7K
SPYG icon
60
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$3.67M 0.13%
44,481
-79,024
-64% -$6.52M
EMXC icon
61
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
$3.66M 0.13%
58,542
+15,102
+35% +$943K
BINC icon
62
BlackRock Flexible Income ETF
BINC
$11.6B
$3.56M 0.13%
66,452
+16,424
+33% +$879K
VV icon
63
Vanguard Large-Cap ETF
VV
$44.5B
$3.33M 0.12%
12,712
-1,031
-8% -$270K
SPTS icon
64
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.29M 0.12%
109,860
-3,534
-3% -$106K
IYW icon
65
iShares US Technology ETF
IYW
$22.9B
$3.19M 0.12%
21,117
-1,545
-7% -$233K
LCTU icon
66
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$3.15M 0.11%
50,298
-2,982
-6% -$186K
FREL icon
67
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.13M 0.11%
106,806
-3,200
-3% -$93.6K
BCI icon
68
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$3M 0.11%
146,777
+61,928
+73% +$1.27M
TIP icon
69
iShares TIPS Bond ETF
TIP
$13.6B
$2.99M 0.11%
27,269
-8,601
-24% -$944K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.84M 0.1%
45,545
-793
-2% -$49.4K
MUB icon
71
iShares National Muni Bond ETF
MUB
$38.6B
$2.69M 0.1%
24,764
-28,611
-54% -$3.11M
PCY icon
72
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.58M 0.09%
178,420
+10,641
+6% +$154K
TLT icon
73
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.51M 0.09%
25,471
-5,358
-17% -$528K
VUG icon
74
Vanguard Growth ETF
VUG
$185B
$2.48M 0.09%
6,474
+54
+0.8% +$20.6K
SMMD icon
75
iShares Russell 2500 ETF
SMMD
$1.62B
$2.45M 0.09%
36,256
+12,865
+55% +$871K
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