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
$1.91B
AUM Growth
+$1.91B
Cap. Flow
+$48.1M
Cap. Flow %
2.52%
Top 10 Hldgs %
65.23%
Holding
98
New
3
Increased
52
Reduced
41
Closed
1

Top Buys

1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$40.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11.4M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.1M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.83M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$20.2M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$13M
3
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
$2.77M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VWOB icon
76
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.15M 0.06%
20,009
+966
+5% +$55.6K
SCHP icon
77
Schwab US TIPS ETF
SCHP
$13.9B
$1.04M 0.05%
17,256
+302
+2% +$18.3K
IWM icon
78
iShares Russell 2000 ETF
IWM
$67B
$855K 0.04%
5,146
+567
+12% +$94.2K
SCHH icon
79
Schwab US REIT ETF
SCHH
$8.37B
$844K 0.04%
37,851
-1,366
-3% -$30.5K
JHML icon
80
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$841K 0.04%
16,621
+3,298
+25% +$167K
HYG icon
81
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$748K 0.04%
10,352
-1,923
-16% -$139K
VO icon
82
Vanguard Mid-Cap ETF
VO
$87.5B
$729K 0.04%
3,846
+205
+6% +$38.9K
HYLB icon
83
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$602K 0.03%
18,319
+8,717
+91% +$286K
IFRA icon
84
iShares US Infrastructure ETF
IFRA
$2.94B
$589K 0.03%
13,700
-6,234
-31% -$268K
DSI icon
85
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$560K 0.03%
20,819
-70
-0.3% -$1.88K
SUB icon
86
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$540K 0.03%
5,633
+2,198
+64% +$211K
LCTU icon
87
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$430K 0.02%
16,413
+6,644
+68% +$174K
IYE icon
88
iShares US Energy ETF
IYE
$1.2B
$429K 0.02%
4,777
-15,122
-76% -$1.36M
LQD icon
89
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$419K 0.02%
+6,217
New +$419K
AAPL icon
90
Apple
AAPL
$3.45T
$366K 0.02%
2,047
– –
SUSC icon
91
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$341K 0.02%
31,206
+8,063
+35% +$88.1K
JHMD icon
92
John Hancock Multifactor Developed International ETF
JHMD
$764M
$291K 0.02%
9,742
+1,881
+24% +$56.2K
JHEM icon
93
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$288K 0.02%
11,058
+2,174
+24% +$56.6K
JHMM icon
94
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$277K 0.01%
5,679
+1,255
+28% +$61.2K
VNQ icon
95
Vanguard Real Estate ETF
VNQ
$34.6B
$274K 0.01%
2,610
-374
-13% -$39.3K
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$273K 0.01%
+2,616
New +$273K
DGRO icon
97
iShares Core Dividend Growth ETF
DGRO
$33.7B
$216K 0.01%
+4,006
New +$216K
IJS icon
98
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
– –
-13,189
Closed -$1.24M
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