SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$35.1M
3
+$31.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.2M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.4M

Top Sells

1
+$111M
2
+$43.7M
3
+$18.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$10M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.94M

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
$80B
$523M 16.18%
3,604,140
+66,470
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$135B
$348M 10.77%
3,473,163
+317,832
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$224M 6.92%
1,720,790
-145,532
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$207M 6.39%
4,424,772
+303,906
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.73B
$180M 5.58%
4,401,595
-93,349
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.98B
$172M 5.3%
2,488,623
+509,729
VO icon
7
Vanguard Mid-Cap ETF
VO
$89B
$158M 4.88%
538,877
+364,066
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.16B
$131M 4.04%
3,220,033
-83,479
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$160B
$105M 3.25%
1,209,144
-14,025
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.6B
$100M 3.11%
7,453,163
+842,523
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$96M 2.97%
2,540,665
+248,755
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$92.3M 2.85%
1,407,228
+10,446
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$74.7M 2.31%
783,001
+42,702
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$44.2M 1.37%
372,911
-368,832
IVV icon
15
iShares Core S&P 500 ETF
IVV
$730B
$44.1M 1.36%
66,125
+9,095
VOO icon
16
Vanguard S&P 500 ETF
VOO
$799B
$40.5M 1.25%
66,404
+55
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$38M 1.18%
667,268
-5,852
USSG icon
18
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$499M
$35.7M 1.1%
585,992
+68,630
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$35.6M 1.1%
740,766
+67,953
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$62.6B
$34.7M 1.07%
1,319,988
+149,330
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$185B
$31M 0.96%
519,033
-18,574
EUSB icon
22
iShares ESG Advanced Universal USD Bond ETF
EUSB
$680M
$27M 0.84%
614,694
+48,451
SPDW icon
23
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$26.8M 0.83%
629,547
+22,489
SPTM icon
24
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$25M 0.77%
312,109
-13,006
DMXF icon
25
iShares ESG Advanced MSCI EAFE ETF
DMXF
$654M
$17.1M 0.53%
226,716
-4,567
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