SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-3.41%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.49B
AUM Growth
+$2.49B
Cap. Flow
-$12.2M
Cap. Flow %
-0.49%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
39
Reduced
62
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$14M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$7.07M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
$6.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$20.1M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$9.32M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SUB icon
101
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$505K 0.02%
4,907
+435
+10% +$44.7K
DGRO icon
102
iShares Core Dividend Growth ETF
DGRO
$33.7B
$477K 0.02%
9,624
+1,696
+21% +$84K
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$64B
$423K 0.02%
4,097
+583
+17% +$60.2K
AAPL icon
104
Apple
AAPL
$3.45T
$410K 0.02%
2,200
-267
-11% -$49.7K
JHMM icon
105
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$388K 0.02%
8,191
+322
+4% +$15.2K
JHEM icon
106
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$368K 0.01%
15,506
+568
+4% +$13.5K
JHMD icon
107
John Hancock Multifactor Developed International ETF
JHMD
$764M
$367K 0.01%
12,257
+198
+2% +$5.92K
LCTD icon
108
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$340K 0.01%
+8,445
New +$340K
FALN icon
109
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
– –
-23,383
Closed -$589K
IWY icon
110
iShares Russell Top 200 Growth ETF
IWY
$14.8B
– –
-44,271
Closed -$6.92M
TLH icon
111
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
– –
-14,128
Closed -$1.55M
VNQ icon
112
Vanguard Real Estate ETF
VNQ
$34.6B
– –
-2,764
Closed -$259K
1 2 3 4
5