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
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$475M 15.73% 3,537,670 +47,788 +1% +$6.42M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$312M 10.32% 3,155,331 +62,495 +2% +$6.17M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$225M 7.46% 1,866,322 -493 -0% -$59.5K
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$190M 6.28% 4,120,866 +28,343 +0.7% +$1.31M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$178M 5.89% 4,494,944 -55,844 -1% -$2.21M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.82B
$126M 4.17% 1,978,894 +1,954 +0.1% +$124K
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$123M 4.06% 3,303,512 -35,728 -1% -$1.33M
VXF icon
8
Vanguard Extended Market ETF
VXF
$23.9B
$107M 3.53% 556,928 -29,548 -5% -$5.66M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$102M 3.37% 1,223,169 -21,374 -2% -$1.78M
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$86.1M 2.85% 6,610,640 +43,933 +0.7% +$572K
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$85.7M 2.84% 2,291,910 +47,223 +2% +$1.77M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$83.5M 2.76% 1,396,782 +46,256 +3% +$2.76M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$81.2M 2.69% 741,743 +20,448 +3% +$2.24M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$68.2M 2.26% 740,299 +13,470 +2% +$1.24M
VO icon
15
Vanguard Mid-Cap ETF
VO
$87.5B
$48.8M 1.61% 174,811 +42,352 +32% +$11.8M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$726B
$37.6M 1.24% 66,349 +273 +0.4% +$155K
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$36.1M 1.19% 673,120 +4,249 +0.6% +$228K
IVV icon
18
iShares Core S&P 500 ETF
IVV
$662B
$35.2M 1.17% 57,030 -32,164 -36% -$19.9M
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$31.9M 1.05% 672,813 +22,550 +3% +$1.07M
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$171B
$30.5M 1.01% 537,607 -11,971 -2% -$680K
USSG icon
21
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$29.3M 0.97% 517,362 +9,976 +2% +$565K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$59B
$28.5M 0.94% 1,170,658 +261,999 +29% +$6.37M
EUSB icon
23
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$24.6M 0.81% 566,243 +22,923 +4% +$995K
SPDW icon
24
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$24.5M 0.81% 607,058 +35,459 +6% +$1.43M
SPTM icon
25
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$24.2M 0.8% 325,115 -16,436 -5% -$1.22M
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