SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-12.5%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.93B
AUM Growth
+$1.93B
Cap. Flow
+$59.9M
Cap. Flow %
3.1%
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6

Top Buys

1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$57.3M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$54.2M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$25.2M

Top Sells

1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$66M
2
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$55.6M
3
VXF icon
Vanguard Extended Market ETF
VXF
$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.85M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
USMV icon
76
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$911K 0.05%
10,361
+1,656
+19% +$146K
HYG icon
77
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$908K 0.05%
12,275
-10,593
-46% -$784K
USSG icon
78
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$899K 0.05%
+25,740
New +$899K
SCHH icon
79
Schwab US REIT ETF
SCHH
$8.37B
$891K 0.05%
39,217
-7,142
-15% -$162K
IWM icon
80
iShares Russell 2000 ETF
IWM
$67B
$775K 0.04%
4,579
+469
+11% +$79.4K
IFRA icon
81
iShares US Infrastructure ETF
IFRA
$2.94B
$726K 0.04%
+19,934
New +$726K
VO icon
82
Vanguard Mid-Cap ETF
VO
$87.5B
$717K 0.04%
3,641
-934
-20% -$184K
JHML icon
83
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$689K 0.04%
13,323
+3,347
+34% +$173K
DSI icon
84
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$532K 0.03%
20,889
+12,641
+153% +$322K
HYXF icon
85
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$481K 0.02%
+11,031
New +$481K
LCTU icon
86
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$424K 0.02%
+9,769
New +$424K
AAPL icon
87
Apple
AAPL
$3.45T
$366K 0.02%
2,047
– –
SUB icon
88
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$365K 0.02%
3,435
+622
+22% +$66.1K
HYLB icon
89
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$324K 0.02%
9,602
-1,956,471
-100% -$66M
SUSC icon
90
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$323K 0.02%
23,143
+8,432
+57% +$118K
VNQ icon
91
Vanguard Real Estate ETF
VNQ
$34.6B
$310K 0.02%
2,984
+13
+0.4% +$1.35K
BCI icon
92
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$260K 0.01%
+9,566
New +$260K
JHMD icon
93
John Hancock Multifactor Developed International ETF
JHMD
$764M
$242K 0.01%
+7,861
New +$242K
JHEM icon
94
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$238K 0.01%
+8,884
New +$238K
JHMM icon
95
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$221K 0.01%
+4,424
New +$221K
FNDX icon
96
Schwab Fundamental US Large Company Index ETF
FNDX
$19.8B
– –
-205,778
Closed -$1.35M
IGSB icon
97
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
– –
-2,190
Closed -$491K
IVW icon
98
iShares S&P 500 Growth ETF
IVW
$63.1B
– –
-97,867
Closed -$7.59M
IXN icon
99
iShares Global Tech ETF
IXN
$5.71B
– –
-20,207
Closed -$1.6M
MDYV icon
100
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
– –
-70,865
Closed -$1.19M
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