SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+8.83%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
Cap. Flow
-$63.1M
Cap. Flow %
-2.4%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

1
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$6.33M
2
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$4.56M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
$2.7M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$33.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$13.2M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPIP icon
76
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.38M 0.09%
93,582
-6,359
-6% -$161K
OEF icon
77
iShares S&P 100 ETF
OEF
$22B
$2.22M 0.08%
+9,940
New +$2.22M
JMST icon
78
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$2.21M 0.08%
43,581
-40,028
-48% -$2.03M
VUG icon
79
Vanguard Growth ETF
VUG
$185B
$2.11M 0.08%
6,796
+222
+3% +$69K
SPY icon
80
SPDR S&P 500 ETF Trust
SPY
$658B
$2.03M 0.08%
4,270
-966
-18% -$459K
DSI icon
81
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$1.86M 0.07%
20,436
+2,909
+17% +$265K
PXH icon
82
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.84M 0.07%
96,207
+727
+0.8% +$13.9K
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$63.1B
$1.79M 0.07%
23,853
+873
+4% +$65.6K
USRT icon
84
iShares Core US REIT ETF
USRT
$3.09B
$1.75M 0.07%
34,686
-2,425
-7% -$122K
SCHO icon
85
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.7M 0.06%
37,751
+4,562
+14% +$206K
BCI icon
86
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$1.63M 0.06%
84,089
-13,556
-14% -$262K
EFA icon
87
iShares MSCI EAFE ETF
EFA
$66B
$1.6M 0.06%
21,379
-10,465
-33% -$786K
JHML icon
88
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$1.37M 0.05%
23,299
+621
+3% +$36.5K
SUSC icon
89
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.35M 0.05%
58,130
+10,519
+22% +$245K
IWM icon
90
iShares Russell 2000 ETF
IWM
$67B
$1.33M 0.05%
6,640
+364
+6% +$73.1K
PRF icon
91
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.3M 0.05%
36,911
-5,684
-13% -$200K
SPYG icon
92
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$1.12M 0.04%
17,149
-73,613
-81% -$4.79M
ITM icon
93
VanEck Intermediate Muni ETF
ITM
$1.94B
$1.06M 0.04%
22,638
-16,529
-42% -$777K
VO icon
94
Vanguard Mid-Cap ETF
VO
$87.5B
$980K 0.04%
4,214
-198
-4% -$46.1K
SCHP icon
95
Schwab US TIPS ETF
SCHP
$13.9B
$956K 0.04%
19,626
+1,583
+9% +$77.1K
EMXC icon
96
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
$941K 0.04%
+16,987
New +$941K
GOVT icon
97
iShares US Treasury Bond ETF
GOVT
$27.9B
$818K 0.03%
35,484
-53,321
-60% -$1.23M
IXC icon
98
iShares Global Energy ETF
IXC
$1.86B
$720K 0.03%
+18,405
New +$720K
HYLB icon
99
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$671K 0.03%
18,865
-105
-0.6% -$3.73K
IFRA icon
100
iShares US Infrastructure ETF
IFRA
$2.94B
$656K 0.02%
16,295
+1,461
+10% +$58.8K
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