SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-3.41%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.49B
AUM Growth
+$2.49B
Cap. Flow
-$12.2M
Cap. Flow %
-0.49%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
39
Reduced
62
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$14M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$7.07M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
$6.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$20.1M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$9.32M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
GOVT icon
76
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.96M 0.08%
88,805
-167,151
-65% -$3.68M
LCTU icon
77
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$1.93M 0.08%
41,025
+10,077
+33% +$474K
LQD icon
78
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$1.84M 0.07%
+18,058
New +$1.84M
USRT icon
79
iShares Core US REIT ETF
USRT
$3.09B
$1.83M 0.07%
37,111
-2,281
-6% -$112K
VUG icon
80
Vanguard Growth ETF
VUG
$185B
$1.79M 0.07%
6,574
-239
-4% -$65.1K
ITM icon
81
VanEck Intermediate Muni ETF
ITM
$1.94B
$1.73M 0.07%
39,167
-3,433
-8% -$151K
PXH icon
82
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.7M 0.07%
95,480
+850
+0.9% +$15.1K
SCHO icon
83
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.6M 0.06%
33,189
+432
+1% +$20.8K
IVW icon
84
iShares S&P 500 Growth ETF
IVW
$63.1B
$1.57M 0.06%
+22,980
New +$1.57M
IYW icon
85
iShares US Technology ETF
IYW
$22.9B
$1.55M 0.06%
14,790
-17,810
-55% -$1.87M
VTV icon
86
Vanguard Value ETF
VTV
$144B
$1.52M 0.06%
11,027
-262
-2% -$36.1K
DSI icon
87
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$1.43M 0.06%
17,527
-1,711
-9% -$139K
PRF icon
88
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.36M 0.05%
42,595
+34,045
+398% +$1.08M
JHML icon
89
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$1.2M 0.05%
22,678
+507
+2% +$26.9K
IWM icon
90
iShares Russell 2000 ETF
IWM
$67B
$1.11M 0.04%
6,276
+180
+3% +$31.8K
SUSC icon
91
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.04M 0.04%
47,611
-6,002
-11% -$131K
VO icon
92
Vanguard Mid-Cap ETF
VO
$87.5B
$919K 0.04%
4,412
+169
+4% +$35.2K
SCHP icon
93
Schwab US TIPS ETF
SCHP
$13.9B
$906K 0.04%
18,043
-1,260
-7% -$63.3K
SCHH icon
94
Schwab US REIT ETF
SCHH
$8.37B
$647K 0.03%
35,867
+1,435
+4% +$25.9K
HYLB icon
95
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$643K 0.03%
18,970
-632
-3% -$21.4K
ESGD icon
96
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$606K 0.02%
8,764
-5,284
-38% -$365K
HYG icon
97
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$585K 0.02%
7,937
-601
-7% -$44.3K
VWOB icon
98
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$571K 0.02%
9,649
-9,064
-48% -$536K
IFRA icon
99
iShares US Infrastructure ETF
IFRA
$2.94B
$543K 0.02%
14,834
-241
-2% -$8.82K
EEM icon
100
iShares MSCI Emerging Markets ETF
EEM
$19B
$540K 0.02%
14,220
-2,427
-15% -$92.1K
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