We are live on ! Find out more
SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

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
$95.1B
$664M 17.59%
4,070,270
+27,921
+0.7% +$4.43M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$423M 11.22%
4,261,394
+146,420
+4% +$14.5M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$282M 7.46%
1,998,523
+23,106
+1% +$3.19M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$255M 6.76%
5,503,503
+268,505
+5% +$12.4M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$227M 6%
4,972,665
+114,330
+2% +$5.19M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.57B
$220M 5.83%
2,927,890
+35,921
+1% +$2.63M
VO icon
7
Vanguard Mid-Cap ETF
VO
$106B
$202M 5.36%
2,511,036
+49,404
+2% +$3.83M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$173M 4.57%
3,357,316
+11,417
+0.3% +$566K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$188B
$124M 3.28%
1,283,865
+12,795
+1% +$1.23M
USHY icon
10
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$119M 3.14%
3,203,583
+113,549
+4% +$4.2M
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$114M 3.02%
1,393,406
-46,997
-3% -$3.75M
PDBC icon
12
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$110M 2.91%
6,921,377
+219,683
+3% +$3.86M
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$90.8M 2.41%
937,805
+31,221
+3% +$2.99M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$895B
$70.5M 1.87%
94,718
+17,225
+22% +$12.5M
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$72.8B
$61.1M 1.62%
2,091,615
+257,963
+14% +$7.37M
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$110B
$59.5M 1.58%
403,881
-29,399
-7% -$4.03M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$989B
$43.9M 1.16%
64,400
-353
-0.5% -$235K
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$37.9M 1%
756,494
+43,385
+6% +$2.15M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$229B
$33.8M 0.9%
476,632
-2,486
-0.5% -$173K
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$25.4M 0.67%
281,572
-6,696
-2% -$589K
SMMD icon
21
iShares Russell 2500 ETF
SMMD
$3.57B
$16.1M 0.43%
176,920
+19,676
+13% +$1.69M
SPAB icon
22
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$15.9M 0.42%
620,079
+49,702
+9% +$1.27M
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$82.4B
$15.1M 0.4%
310,749
+1,562
+0.5% +$75.1K
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$43.6B
$15.1M 0.4%
523,931
+976
+0.2% +$27.3K
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$15M 0.4%
252,981
-3,402
-1% -$200K
1
2 3 4 5

Similar funds

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $3.79B AUM 28.32% 1-Year Est. Return