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
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$64B
$781K 0.03%
5,891
+612
+12% +$81.1K
SCHK icon
102
Schwab 1000 Index ETF
SCHK
$4.51B
$776K 0.03%
26,167
+7,641
+41% +$227K
VTEI icon
103
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$672M
$774K 0.03%
7,879
+4,628
+142% +$455K
JHMM icon
104
John Hancock Multifactor Mid Cap ETF
JHMM
$4.32B
$762K 0.03%
12,521
-140
-1% -$8.52K
JHMD icon
105
John Hancock Multifactor Developed International ETF
JHMD
$764M
$687K 0.02%
17,973
+184
+1% +$7.03K
QLTA icon
106
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.67B
$667K 0.02%
13,997
+441
+3% +$21K
LCTD icon
107
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$242M
$650K 0.02%
12,828
-269
-2% -$13.6K
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$615M
$646K 0.02%
22,216
-611
-3% -$17.8K
DGRO icon
109
iShares Core Dividend Growth ETF
DGRO
$33.7B
$629K 0.02%
9,885
-943
-9% -$60K
VYMI icon
110
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
$604K 0.02%
7,568
+767
+11% +$61.2K
HYG icon
111
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$463K 0.02%
5,763
-235
-4% -$18.9K
ICVT icon
112
iShares Convertible Bond ETF
ICVT
$2.8B
$426K 0.01%
4,751
-3,558
-43% -$319K
FNDF icon
113
Schwab Fundamental International Large Company Index ETF
FNDF
$17.3B
$396K 0.01%
+9,911
New +$396K
HIMU
114
iShares High Yield Muni Active ETF
HIMU
$1.91B
$392K 0.01%
8,104
+333
+4% +$16.1K
AAPL icon
115
Apple
AAPL
$3.45T
$368K 0.01%
1,830
+50
+3% +$10.1K
BALI icon
116
BlackRock Advantage Large Cap Income ETF
BALI
$401M
$351K 0.01%
11,731
+3,463
+42% +$104K
IGRO icon
117
iShares International Dividend Growth ETF
IGRO
$1.18B
$324K 0.01%
4,127
-2,330
-36% -$183K
BIDD
118
iShares International Dividend Active ETF
BIDD
$677M
$324K 0.01%
11,891
-379
-3% -$10.3K
JHSC icon
119
John Hancock Multifactor Small Cap ETF
JHSC
$596M
$320K 0.01%
8,196
-188
-2% -$7.35K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$34.6B
$310K 0.01%
3,484
+128
+4% +$11.4K
DGS icon
121
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$304K 0.01%
5,546
+392
+8% +$21.5K
SUSA icon
122
iShares ESG Optimized MSCI USA ETF
SUSA
$3.58B
$304K 0.01%
2,415
+529
+28% +$66.6K
VTES icon
123
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.26B
$271K 0.01%
+2,681
New +$271K
IGEB icon
124
iShares Investment Grade Systematic Bond ETF
IGEB
$1.33B
$249K 0.01%
+5,494
New +$249K
ISTB icon
125
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$245K 0.01%
+5,037
New +$245K
2 3 4
5
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