SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
Cap. Flow
-$42.9M
Cap. Flow %
-1.56%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$19.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$17.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VB icon
76
Vanguard Small-Cap ETF
VB
$66.4B
$2.36M 0.09%
9,936
-1,403
-12% -$333K
DSI icon
77
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.27M 0.08%
20,921
-419
-2% -$45.5K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$2.17M 0.08%
31,266
+2,500
+9% +$173K
PXH icon
79
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$2.11M 0.08%
94,737
-1,129
-1% -$25.1K
SPIP icon
80
SPDR Portfolio TIPS ETF
SPIP
$965M
$2.07M 0.08%
77,087
-2,485
-3% -$66.8K
SUSC icon
81
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.81M 0.07%
75,915
+9,086
+14% +$217K
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.81M 0.07%
14,395
+338
+2% +$42.5K
SCHO icon
83
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.77M 0.06%
45,901
+3,214
+8% +$124K
PRF icon
84
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.56M 0.06%
38,549
+2,086
+6% +$84.5K
IHDG icon
85
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$1.56M 0.06%
34,158
+7,296
+27% +$333K
USRT icon
86
iShares Core US REIT ETF
USRT
$3.09B
$1.54M 0.06%
29,790
-680
-2% -$35.2K
IWM icon
87
iShares Russell 2000 ETF
IWM
$67B
$1.45M 0.05%
6,603
-468
-7% -$103K
IGEB icon
88
iShares Investment Grade Systematic Bond ETF
IGEB
$1.33B
$1.26M 0.05%
27,095
+1,603
+6% +$74.6K
GOVT icon
89
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.12M 0.04%
47,644
+784
+2% +$18.4K
SPHY icon
90
SPDR Portfolio High Yield Bond ETF
SPHY
$9.12B
$1.01M 0.04%
42,069
+15,402
+58% +$371K
SCHP icon
91
Schwab US TIPS ETF
SCHP
$13.9B
$888K 0.03%
25,458
+2,693
+12% +$94K
IJS icon
92
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$839K 0.03%
7,822
+1,440
+23% +$154K
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$33.7B
$770K 0.03%
12,346
-1,000
-7% -$62.4K
IFRA icon
94
iShares US Infrastructure ETF
IFRA
$2.94B
$744K 0.03%
15,868
+204
+1% +$9.56K
JHMM icon
95
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$740K 0.03%
12,326
+1,024
+9% +$61.5K
HYLB icon
96
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$714K 0.03%
19,340
-1,513
-7% -$55.9K
VWOB icon
97
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$675K 0.02%
10,180
-1,184
-10% -$78.5K
JHEM icon
98
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$636K 0.02%
21,901
+1,669
+8% +$48.5K
LCTD icon
99
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$600K 0.02%
12,312
+728
+6% +$35.4K
JHMD icon
100
John Hancock Multifactor Developed International ETF
JHMD
$764M
$598K 0.02%
16,775
+1,562
+10% +$55.7K
2 3
4
5 6