SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.38%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.58B
Cap. Flow
+$751M
Cap. Flow %
29.1%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$359M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$124M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$36.9M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$3.31M
3
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ITM icon
76
VanEck Intermediate Muni ETF
ITM
$1.94B
$1.96M 0.08%
42,600
-3,474
-8% -$160K
VUG icon
77
Vanguard Growth ETF
VUG
$185B
$1.9M 0.07%
6,813
-407
-6% -$114K
PXH icon
78
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.75M 0.07%
94,630
-7,251
-7% -$134K
DSI icon
79
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$1.6M 0.06%
19,238
+40
+0.2% +$3.33K
VTV icon
80
Vanguard Value ETF
VTV
$144B
$1.59M 0.06%
11,289
-76
-0.7% -$10.7K
SCHO icon
81
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.59M 0.06%
32,757
-11
-0% -$533
TLH icon
82
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$1.55M 0.06%
14,128
+572
+4% +$62.9K
LCTU icon
83
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$1.49M 0.06%
30,948
+214
+0.7% +$10.3K
PRF icon
84
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.39M 0.05%
8,550
-627
-7% -$102K
SUSC icon
85
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.21M 0.05%
53,613
+569
+1% +$12.9K
JHML icon
86
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$1.2M 0.05%
22,171
+1,647
+8% +$89.5K
VWOB icon
87
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.16M 0.04%
18,713
-1,446
-7% -$89.4K
SCHP icon
88
Schwab US TIPS ETF
SCHP
$13.9B
$1.14M 0.04%
19,303
-27,699
-59% -$1.64M
IWM icon
89
iShares Russell 2000 ETF
IWM
$67B
$1.14M 0.04%
6,096
+184
+3% +$34.3K
ESGD icon
90
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$1.01M 0.04%
14,048
+516
+4% +$37.2K
VO icon
91
Vanguard Mid-Cap ETF
VO
$87.5B
$925K 0.04%
4,243
+36
+0.9% +$7.85K
SCHH icon
92
Schwab US REIT ETF
SCHH
$8.37B
$714K 0.03%
34,432
-452
-1% -$9.37K
HYLB icon
93
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$673K 0.03%
19,602
-328
-2% -$11.3K
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$19B
$653K 0.03%
16,647
-886
-5% -$34.8K
HYG icon
95
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$641K 0.02%
8,538
-312
-4% -$23.4K
FALN icon
96
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$589K 0.02%
23,383
+184
+0.8% +$4.64K
IFRA icon
97
iShares US Infrastructure ETF
IFRA
$2.94B
$586K 0.02%
15,075
+887
+6% +$34.5K
SUB icon
98
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$465K 0.02%
4,472
+657
+17% +$68.3K
AAPL icon
99
Apple
AAPL
$3.45T
$446K 0.02%
2,467
– –
DGRO icon
100
iShares Core Dividend Growth ETF
DGRO
$33.7B
$405K 0.02%
7,928
-282
-3% -$14.4K
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