SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-6.54%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.08B
AUM Growth
+$2.08B
Cap. Flow
+$56M
Cap. Flow %
2.69%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

1
VXF icon
Vanguard Extended Market ETF
VXF
$10.3M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$7.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$5.26M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$5.11M

Top Sells

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$10.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.63M
3
TIP icon
iShares TIPS Bond ETF
TIP
$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
$3M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$67B
$844K 0.04%
4,110
+137
+3% +$28.1K
DMXF icon
77
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$791K 0.04%
13,045
+3,066
+31% +$186K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$785K 0.04%
8,705
-2,740
-24% -$247K
JHML icon
79
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$533K 0.03%
+9,976
New +$533K
IGSB icon
80
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$491K 0.02%
2,190
-16,203
-88% -$3.63M
AAPL icon
81
Apple
AAPL
$3.45T
$366K 0.02%
2,047
-210
-9% -$37.5K
DSI icon
82
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$345K 0.02%
8,248
+5,533
+204% +$231K
VNQ icon
83
Vanguard Real Estate ETF
VNQ
$34.6B
$302K 0.01%
2,971
+347
+13% +$35.3K
ICVT icon
84
iShares Convertible Bond ETF
ICVT
$2.8B
$294K 0.01%
+3,672
New +$294K
SUB icon
85
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$291K 0.01%
+2,813
New +$291K
SUSC icon
86
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$268K 0.01%
+14,711
New +$268K
IXG icon
87
iShares Global Financials ETF
IXG
$577M
– –
-14,493
Closed -$1.14M
SPYG icon
88
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
– –
-166,408
Closed -$10.4M
SUSB icon
89
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
– –
-9,848
Closed -$252K
1 2 3
4