SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+7.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$3.02B
AUM Growth
+$3.02B
Cap. Flow
+$36.4M
Cap. Flow %
1.2%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$11.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$6.42M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$6.17M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$19.9M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PXH icon
76
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$2.75M 0.09%
117,452
+18,400
+19% +$431K
SCHO icon
77
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$2.57M 0.09%
105,686
+1,900
+2% +$46.3K
MUB icon
78
iShares National Muni Bond ETF
MUB
$38.6B
$2.54M 0.08%
24,318
-2,279
-9% -$238K
ESGU icon
79
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$2.46M 0.08%
18,339
+2,480
+16% +$333K
DSI icon
80
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.31M 0.08%
19,967
-28
-0.1% -$3.24K
JHML icon
81
John Hancock Multifactor Large Cap ETF
JHML
$1.02B
$2.26M 0.07%
30,929
-633
-2% -$46.2K
IHDG icon
82
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$2.16M 0.07%
47,832
+5,001
+12% +$226K
SUSC icon
83
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.2B
$2.02M 0.07%
87,472
+12,805
+17% +$296K
IAU icon
84
iShares Gold Trust
IAU
$50.6B
$1.78M 0.06%
28,800
-10,270
-26% -$633K
SPIP icon
85
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.73M 0.06%
66,724
-3,131
-4% -$81.3K
VUG icon
86
Vanguard Growth ETF
VUG
$185B
$1.64M 0.05%
3,763
-1,687
-31% -$736K
PRF icon
87
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.61M 0.05%
38,340
+397
+1% +$16.7K
SCHP icon
88
Schwab US TIPS ETF
SCHP
$13.9B
$1.61M 0.05%
60,445
+3,038
+5% +$80.8K
BAI
89
iShares A.I. Innovation and Tech Active ETF
BAI
$2.53B
$1.45M 0.05%
+50,665
New +$1.45M
VGIT icon
90
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
$1.42M 0.05%
23,790
+5,935
+33% +$354K
USRT icon
91
iShares Core US REIT ETF
USRT
$3.09B
$1.37M 0.05%
24,401
-912
-4% -$51.3K
IWM icon
92
iShares Russell 2000 ETF
IWM
$67B
$1.37M 0.05%
6,362
-229
-3% -$49.3K
HYMB icon
93
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$1.23M 0.04%
49,883
+12,932
+35% +$319K
STIP icon
94
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$1.22M 0.04%
+11,906
New +$1.22M
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$27.9B
$1.17M 0.04%
50,946
+957
+2% +$21.9K
IJS icon
96
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$1.13M 0.04%
11,333
+1,911
+20% +$190K
SCHH icon
97
Schwab US REIT ETF
SCHH
$8.37B
$992K 0.03%
47,265
-357
-0.7% -$7.49K
ESGD icon
98
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
$872K 0.03%
+9,790
New +$872K
VWOB icon
99
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$855K 0.03%
13,134
+2,856
+28% +$186K
HYLB icon
100
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$810K 0.03%
22,005
+2,019
+10% +$74.3K
2 3
4
5 6