SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Est. Return 10.52%
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$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
+$19.9M
2
+$5.71M
3
+$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 Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$77.3B
$475M 15.73%
3,537,670
+47,788
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$133B
$312M 10.32%
3,155,331
+62,495
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$225M 7.46%
1,866,322
-493
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$190M 6.28%
4,120,866
+28,343
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.46B
$178M 5.89%
4,494,944
-55,844
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.9B
$126M 4.17%
1,978,894
+1,954
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.15B
$123M 4.06%
3,303,512
-35,728
VXF icon
8
Vanguard Extended Market ETF
VXF
$24.4B
$107M 3.53%
556,928
-29,548
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$157B
$102M 3.37%
1,223,169
-21,374
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$86.1M 2.85%
6,610,640
+43,933
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$85.7M 2.84%
2,291,910
+47,223
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$83.5M 2.76%
1,396,782
+46,256
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$81.2M 2.69%
741,743
+20,448
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$68.2M 2.26%
740,299
+13,470
VO icon
15
Vanguard Mid-Cap ETF
VO
$87.4B
$48.8M 1.61%
174,811
+42,352
VOO icon
16
Vanguard S&P 500 ETF
VOO
$752B
$37.6M 1.24%
66,349
+273
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$36.1M 1.19%
673,120
+4,249
IVV icon
18
iShares Core S&P 500 ETF
IVV
$656B
$35.2M 1.17%
57,030
-32,164
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$31.9M 1.05%
672,813
+22,550
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$178B
$30.5M 1.01%
537,607
-11,971
USSG icon
21
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$596M
$29.3M 0.97%
517,362
+9,976
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$60.4B
$28.5M 0.94%
1,170,658
+261,999
EUSB icon
23
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$699M
$24.6M 0.81%
566,243
+22,923
SPDW icon
24
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
$24.5M 0.81%
607,058
+35,459
SPTM icon
25
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$24.2M 0.8%
325,115
-16,436
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