SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
Cap. Flow
+$81.3M
Cap. Flow %
2.94%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$15.1M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$12.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$9.24M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$7.62M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$9.88M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MTUM icon
76
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$2.25M 0.08%
+10,827
New +$2.25M
DSI icon
77
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.23M 0.08%
20,091
-830
-4% -$92K
JHML icon
78
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$2.21M 0.08%
31,622
+356
+1% +$24.8K
PXH icon
79
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$2.08M 0.08%
101,446
+6,709
+7% +$138K
SPIP icon
80
SPDR Portfolio TIPS ETF
SPIP
$965M
$2M 0.07%
73,537
-3,550
-5% -$96.6K
SCHO icon
81
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.91M 0.07%
98,962
+53,061
+116% +$1.02M
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$1.84M 0.07%
14,246
-149
-1% -$19.3K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$1.82M 0.07%
79,958
+4,043
+5% +$92K
IHDG icon
84
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$1.75M 0.06%
40,238
+6,080
+18% +$264K
SPHY icon
85
SPDR Portfolio High Yield Bond ETF
SPHY
$9.12B
$1.59M 0.06%
67,943
+25,874
+62% +$607K
PRF icon
86
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.53M 0.06%
37,928
-621
-2% -$25K
IWM icon
87
iShares Russell 2000 ETF
IWM
$67B
$1.45M 0.05%
6,587
-16
-0.2% -$3.53K
USRT icon
88
iShares Core US REIT ETF
USRT
$3.09B
$1.37M 0.05%
26,254
-3,536
-12% -$185K
GOVT icon
89
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.1M 0.04%
48,984
+1,340
+3% +$30.1K
IJS icon
90
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$936K 0.03%
8,652
+830
+11% +$89.8K
IAU icon
91
iShares Gold Trust
IAU
$50.6B
$889K 0.03%
+18,054
New +$889K
JHMM icon
92
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$751K 0.03%
12,577
+251
+2% +$15K
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$33.7B
$747K 0.03%
12,203
-143
-1% -$8.76K
SCHP icon
94
Schwab US TIPS ETF
SCHP
$13.9B
$736K 0.03%
57,456
+31,998
+126% +$410K
HYLB icon
95
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$718K 0.03%
19,893
+553
+3% +$19.9K
IFRA icon
96
iShares US Infrastructure ETF
IFRA
$2.94B
$716K 0.03%
15,498
-370
-2% -$17.1K
ICVT icon
97
iShares Convertible Bond ETF
ICVT
$2.8B
$694K 0.03%
8,155
+1,721
+27% +$146K
HYMB icon
98
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$687K 0.02%
26,825
+7,737
+41% +$198K
VWOB icon
99
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$654K 0.02%
10,337
+157
+2% +$9.94K
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$64B
$596K 0.02%
4,685
+95
+2% +$12.1K
2 3
4
5 6