SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
Cap. Flow
+$81.3M
Cap. Flow %
2.94%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$15.1M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$12.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$9.24M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$7.62M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$9.88M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
$4.22M

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%
84,598
+7,629
+10% +$524K
VTV icon
52
Vanguard Value ETF
VTV
$144B
$5.68M 0.21%
33,649
+2,135
+7% +$361K
IWB icon
53
iShares Russell 1000 ETF
IWB
$43.2B
$5.58M 0.2%
17,812
-953
-5% -$299K
SCHE icon
54
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$5.58M 0.2%
378,352
+4,110
+1% +$60.6K
SCHZ icon
55
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$5.4M 0.2%
427,119
+229,549
+116% +$2.9M
SPMO icon
56
Invesco S&P 500 Momentum ETF
SPMO
$11.9B
$5.39M 0.2%
56,404
-25,324
-31% -$2.42M
IVE icon
57
iShares S&P 500 Value ETF
IVE
$41.2B
$4.51M 0.16%
23,642
+935
+4% +$178K
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.42M 0.16%
53,379
+3,038
+6% +$252K
BINC icon
59
BlackRock Flexible Income ETF
BINC
$11.6B
$4.07M 0.15%
78,323
+11,871
+18% +$618K
EMXC icon
60
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
$3.65M 0.13%
65,705
+7,163
+12% +$398K
SMMD icon
61
iShares Russell 2500 ETF
SMMD
$1.62B
$3.54M 0.13%
52,138
+15,882
+44% +$1.08M
INTF icon
62
iShares International Equity Factor ETF
INTF
$2.34B
$3.43M 0.12%
119,295
-1,057
-0.9% -$30.4K
IYW icon
63
iShares US Technology ETF
IYW
$22.9B
$3.34M 0.12%
20,742
-375
-2% -$60.4K
BCI icon
64
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$3.32M 0.12%
168,548
+21,771
+15% +$429K
VV icon
65
Vanguard Large-Cap ETF
VV
$44.5B
$3.31M 0.12%
12,224
-488
-4% -$132K
LCTU icon
66
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$3.28M 0.12%
51,049
+751
+1% +$48.3K
SPTS icon
67
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.15M 0.11%
104,692
-5,168
-5% -$156K
TIP icon
68
iShares TIPS Bond ETF
TIP
$13.6B
$3.06M 0.11%
28,760
+1,491
+5% +$159K
FREL icon
69
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.89M 0.1%
107,922
+1,116
+1% +$29.9K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.73M 0.1%
43,868
-1,677
-4% -$104K
MUB icon
71
iShares National Muni Bond ETF
MUB
$38.6B
$2.61M 0.09%
24,472
-292
-1% -$31.1K
PCY icon
72
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$2.44M 0.09%
184,811
+6,391
+4% +$84.4K
VUG icon
73
Vanguard Growth ETF
VUG
$185B
$2.43M 0.09%
5,877
-597
-9% -$247K
TLT icon
74
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.36M 0.09%
26,934
+1,463
+6% +$128K
VB icon
75
Vanguard Small-Cap ETF
VB
$66.4B
$2.27M 0.08%
9,468
-468
-5% -$112K
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