SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+6.02%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
Cap. Flow
+$28.2M
Cap. Flow %
1.4%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.01M
2
VXF icon
Vanguard Extended Market ETF
VXF
$6.33M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$2.96M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$11.7M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
$7.95M
3
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PKW icon
76
Invesco BuyBack Achievers ETF
PKW
$1.46B
$1.42M 0.07%
+43,916
New +$1.42M
VWOB icon
77
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.3M 0.06%
21,383
+1,374
+7% +$83.8K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.3M 0.06%
18,334
-52,547
-74% -$3.74M
BCI icon
79
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$1.23M 0.06%
55,738
-19,724
-26% -$435K
ESGD icon
80
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$1.22M 0.06%
11,181
+880
+9% +$95.7K
ICVT icon
81
iShares Convertible Bond ETF
ICVT
$2.8B
$1.17M 0.06%
10,838
-111
-1% -$12K
SCHP icon
82
Schwab US TIPS ETF
SCHP
$13.9B
$951K 0.05%
15,832
-1,424
-8% -$85.5K
IWM icon
83
iShares Russell 2000 ETF
IWM
$67B
$948K 0.05%
5,435
+289
+6% +$50.4K
SPLG icon
84
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$921K 0.05%
+20,473
New +$921K
JHML icon
85
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$859K 0.04%
16,771
+150
+0.9% +$7.69K
VO icon
86
Vanguard Mid-Cap ETF
VO
$87.5B
$809K 0.04%
3,968
+122
+3% +$24.9K
SCHH icon
87
Schwab US REIT ETF
SCHH
$8.37B
$769K 0.04%
35,968
-1,883
-5% -$40.3K
MTUM icon
88
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$761K 0.04%
+9,412
New +$761K
IGSB icon
89
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$747K 0.04%
+4,311
New +$747K
DSI icon
90
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$706K 0.04%
22,626
+1,807
+9% +$56.4K
HYG icon
91
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$680K 0.03%
9,168
-1,184
-11% -$87.8K
HYLB icon
92
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$664K 0.03%
19,692
+1,373
+7% +$46.3K
IFRA icon
93
iShares US Infrastructure ETF
IFRA
$2.94B
$604K 0.03%
13,857
+157
+1% +$6.85K
SUB icon
94
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$535K 0.03%
5,619
-14
-0.2% -$1.33K
LCTU icon
95
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$522K 0.03%
25,899
+9,486
+58% +$191K
IYE icon
96
iShares US Energy ETF
IYE
$1.2B
$411K 0.02%
3,905
-872
-18% -$91.7K
SUSC icon
97
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$405K 0.02%
33,612
+2,406
+8% +$29K
AAPL icon
98
Apple
AAPL
$3.45T
$366K 0.02%
2,047
– –
JHMD icon
99
John Hancock Multifactor Developed International ETF
JHMD
$764M
$288K 0.01%
9,588
-154
-2% -$4.62K
JHEM icon
100
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$286K 0.01%
11,038
-20
-0.2% -$519
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