SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.31%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.72B
AUM Growth
+$2.72B
Cap. Flow
-$33.9M
Cap. Flow %
-1.24%
Top 10 Hldgs %
62.7%
Holding
133
New
17
Increased
56
Reduced
53
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.1M
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.2M
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
$4.08M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
$6.24M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPSM icon
76
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$2.15M 0.08%
49,958
-18,024
-27% -$776K
VGSH icon
77
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
$2.08M 0.08%
35,759
-13,392
-27% -$778K
DSI icon
78
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.05M 0.08%
20,351
-85
-0.4% -$8.57K
HEFA icon
79
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.52B
$1.99M 0.07%
+57,060
New +$1.99M
PXH icon
80
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.93M 0.07%
99,118
+2,911
+3% +$56.6K
SPYG icon
81
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$1.91M 0.07%
26,171
+9,022
+53% +$660K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.9M 0.07%
16,561
-15,420
-48% -$1.77M
BCI icon
83
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$1.75M 0.06%
88,519
+4,430
+5% +$87.6K
JHML icon
84
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$1.75M 0.06%
26,968
+3,669
+16% +$238K
XMHQ icon
85
Invesco S&P MidCap Quality ETF
XMHQ
$5.04B
$1.74M 0.06%
+15,834
New +$1.74M
XMMO icon
86
Invesco S&P MidCap Momentum ETF
XMMO
$4.28B
$1.69M 0.06%
+14,727
New +$1.69M
SCHO icon
87
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.69M 0.06%
39,130
+1,379
+4% +$59.5K
USRT icon
88
iShares Core US REIT ETF
USRT
$3.09B
$1.63M 0.06%
31,979
-2,707
-8% -$138K
MTUM icon
89
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$1.5M 0.06%
+8,008
New +$1.5M
JMST icon
90
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$1.49M 0.05%
29,451
-14,130
-32% -$717K
IWM icon
91
iShares Russell 2000 ETF
IWM
$67B
$1.46M 0.05%
6,961
+321
+5% +$67.5K
SUSC icon
92
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.4M 0.05%
61,018
+2,888
+5% +$66.4K
PRF icon
93
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.35M 0.05%
35,102
-1,809
-5% -$69.6K
SPY icon
94
SPDR S&P 500 ETF Trust
SPY
$658B
$1.29M 0.05%
2,471
-1,799
-42% -$941K
LQD icon
95
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$1.19M 0.04%
10,959
-14,636
-57% -$1.59M
VO icon
96
Vanguard Mid-Cap ETF
VO
$87.5B
$1.12M 0.04%
4,469
+255
+6% +$63.7K
GOVT icon
97
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.06M 0.04%
46,586
+11,102
+31% +$253K
IXC icon
98
iShares Global Energy ETF
IXC
$1.86B
$929K 0.03%
21,636
+3,231
+18% +$139K
SCHP icon
99
Schwab US TIPS ETF
SCHP
$13.9B
$899K 0.03%
21,366
+1,740
+9% +$73.2K
EFA icon
100
iShares MSCI EAFE ETF
EFA
$66B
$820K 0.03%
10,358
-11,021
-52% -$872K
2 3
4
5 6