SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+3.38%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.58B
(+42%)
Cap. Flow
+$751M
Cap. Flow
% of AUM
29.1%
Top 10 Holdings %
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$359M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$124M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$93.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$78.4M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$36.9M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$5.36M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$3.31M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$3.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.21M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.64M |
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
| $388K | 0.02% |
7,869
+846
| +12% | +$41.7K |
|
102
Vanguard High Dividend Yield ETF
VYM
$64B
| $370K | 0.01% |
3,514
+841
| +31% | +$88.5K |
|
103
John Hancock Multifactor Developed International ETF
JHMD
$764M
| $369K | 0.01% |
12,059
+649
| +6% | +$19.9K |
|
104
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
| $363K | 0.01% |
14,938
+1,376
| +10% | +$33.5K |
|
105
Vanguard Real Estate ETF
VNQ
$34.6B
| $259K | 0.01% |
2,764
-56
| -2% | -$5.24K |
|
106
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
-2,421
| Closed | -$265K |
|