SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+7.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$3.02B
AUM Growth
+$3.02B
Cap. Flow
+$36.4M
Cap. Flow %
1.2%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$11.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$6.42M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$6.17M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$19.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MTUM icon
51
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$6.27M 0.21%
26,385
+14,930
+130% +$3.55M
VMBS icon
52
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.7B
$6.16M 0.2%
133,322
+1,277
+1% +$59K
IWB icon
53
iShares Russell 1000 ETF
IWB
$43.2B
$5.85M 0.19%
17,340
+217
+1% +$73.2K
BLV icon
54
Vanguard Long-Term Bond ETF
BLV
$5.53B
$5.84M 0.19%
84,747
+1,196
+1% +$82.4K
TLH icon
55
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$5.54M 0.18%
54,951
+18,608
+51% +$1.88M
MBB icon
56
iShares MBS ETF
MBB
$41B
$5.18M 0.17%
55,404
-336
-0.6% -$31.4K
VTEB icon
57
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$4.7M 0.16%
95,996
-35,000
-27% -$1.71M
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$4.29M 0.14%
51,809
-1,434
-3% -$119K
BINC icon
59
BlackRock Flexible Income ETF
BINC
$11.6B
$4.25M 0.14%
80,605
+1,411
+2% +$74.4K
INTF icon
60
iShares International Equity Factor ETF
INTF
$2.34B
$4.23M 0.14%
123,649
+4,696
+4% +$160K
EFG icon
61
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$4.11M 0.14%
36,810
-4,430
-11% -$495K
OEF icon
62
iShares S&P 100 ETF
OEF
$22B
$4.02M 0.13%
13,276
+3,955
+42% +$1.2M
THRO
63
iShares U.S. Thematic Rotation Active ETF
THRO
$5.57B
$3.99M 0.13%
112,823
+105,570
+1,456% +$3.74M
BCI icon
64
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$3.99M 0.13%
191,010
+26,158
+16% +$546K
PCY icon
65
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$3.95M 0.13%
195,065
+5,890
+3% +$119K
VV icon
66
Vanguard Large-Cap ETF
VV
$44.5B
$3.9M 0.13%
13,721
+1,014
+8% +$289K
IAGG icon
67
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$3.54M 0.12%
+69,283
New +$3.54M
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$100B
$3.51M 0.12%
56,669
+11,631
+26% +$721K
LCTU icon
69
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$3.46M 0.11%
51,745
+2,022
+4% +$135K
IYW icon
70
iShares US Technology ETF
IYW
$22.9B
$3.23M 0.11%
18,791
-2,480
-12% -$426K
TIP icon
71
iShares TIPS Bond ETF
TIP
$13.6B
$3.11M 0.1%
28,344
-1,022
-3% -$112K
SPHY icon
72
SPDR Portfolio High Yield Bond ETF
SPHY
$9.12B
$2.9M 0.1%
122,337
+32,727
+37% +$776K
VB icon
73
Vanguard Small-Cap ETF
VB
$66.4B
$2.86M 0.09%
12,059
+1,894
+19% +$450K
FREL icon
74
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.84M 0.09%
105,737
-3,121
-3% -$83.9K
SPTS icon
75
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$2.81M 0.09%
96,106
-4,769
-5% -$140K
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3
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