SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
Cap. Flow
-$89.8M
Cap. Flow %
-3.38%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.8M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
$2.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$49.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$20.7M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
$6.46M

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
$2.1M 0.08%
79,572
-7,060
-8% -$187K
PXH icon
77
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.94M 0.07%
95,866
-3,252
-3% -$65.9K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$1.87M 0.07%
28,766
+1,798
+7% +$117K
SCHO icon
79
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.75M 0.07%
42,687
+3,557
+9% +$146K
BCI icon
80
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$1.72M 0.06%
84,849
-3,670
-4% -$74.6K
ESGU icon
81
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.68M 0.06%
14,057
-2,504
-15% -$299K
USRT icon
82
iShares Core US REIT ETF
USRT
$3.09B
$1.56M 0.06%
30,470
-1,509
-5% -$77.5K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.52M 0.06%
66,829
+5,811
+10% +$132K
SMMD icon
84
iShares Russell 2500 ETF
SMMD
$1.62B
$1.46M 0.06%
23,391
+13,630
+140% +$853K
IWM icon
85
iShares Russell 2000 ETF
IWM
$67B
$1.43M 0.05%
7,071
+110
+2% +$22.3K
PRF icon
86
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.38M 0.05%
36,463
+1,361
+4% +$51.7K
HEFA icon
87
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.52B
$1.27M 0.05%
35,815
-21,245
-37% -$755K
IHDG icon
88
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$1.22M 0.05%
+26,862
New +$1.22M
IGEB icon
89
iShares Investment Grade Systematic Bond ETF
IGEB
$1.33B
$1.13M 0.04%
+25,492
New +$1.13M
VO icon
90
Vanguard Mid-Cap ETF
VO
$87.5B
$1.11M 0.04%
4,591
+122
+3% +$29.5K
GOVT icon
91
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.06M 0.04%
46,860
+274
+0.6% +$6.18K
SCHP icon
92
Schwab US TIPS ETF
SCHP
$13.9B
$916K 0.03%
22,765
+1,399
+7% +$56.3K
VGSH icon
93
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
$846K 0.03%
14,582
-21,177
-59% -$1.23M
SPSM icon
94
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$807K 0.03%
19,425
-30,533
-61% -$1.27M
DGRO icon
95
iShares Core Dividend Growth ETF
DGRO
$33.7B
$769K 0.03%
13,346
+1,385
+12% +$79.8K
HYLB icon
96
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$739K 0.03%
20,853
+1,784
+9% +$63.3K
VWOB icon
97
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$715K 0.03%
11,364
+2,547
+29% +$160K
IFRA icon
98
iShares US Infrastructure ETF
IFRA
$2.94B
$660K 0.02%
15,664
+115
+0.7% +$4.84K
JHMM icon
99
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$622K 0.02%
11,302
+832
+8% +$45.8K
IJS icon
100
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$621K 0.02%
6,382
+3,025
+90% +$294K
2 3
4
5 6