SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+6.02%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
(+5.6%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11.7M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$7.95M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$4.59M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.74M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$2.82M |
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
| $281K | 0.01% |
5,755
+76
| +1% | +$3.72K |
|
102
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $281K | 0.01% |
+4,867
| New | +$281K |
|
103
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $276K | 0.01% |
+8,193
| New | +$276K |
|
104
Vanguard Real Estate ETF
VNQ
$34.6B
| $275K | 0.01% |
2,649
+39
| +1% | +$4.05K |
|
105
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $266K | 0.01% |
2,592
-24
| -0.9% | -$2.47K |
|
106
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $243K | 0.01% |
4,038
+32
| +0.8% | +$1.92K |
|
107
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| – | – |
-6,217
| Closed | -$419K |
|