SWM

SigFig Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$47.7M
3
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

1
+$37.2M
2
+$37.1M
3
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

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
$86.2B
$576M 16.88%
4,042,349
+404,119
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$136B
$408M 11.98%
4,114,974
+476,306
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$247M 7.25%
1,975,417
+234,073
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$36.4B
$242M 7.09%
5,234,998
+603,965
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.61B
$210M 6.14%
4,858,335
+379,920
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.12B
$191M 5.6%
2,891,969
+362,397
VO icon
7
Vanguard Mid-Cap ETF
VO
$97.2B
$177M 5.18%
615,408
+62,950
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.43B
$145M 4.24%
3,345,899
+103,709
PDBC icon
9
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.67B
$116M 3.4%
6,701,694
-934,506
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$181B
$115M 3.37%
1,271,070
+55,870
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$24.5B
$114M 3.34%
3,090,034
+379,829
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$100M 2.95%
1,440,403
+875
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$85.2M 2.5%
906,584
+102,681
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$98.3B
$53.9M 1.58%
433,280
+30,299
IVV icon
15
iShares Core S&P 500 ETF
IVV
$771B
$50.6M 1.48%
77,493
+8,997
SCHX icon
16
Schwab US Large- Cap ETF
SCHX
$66.3B
$47M 1.38%
1,833,652
+286,712
VOO icon
17
Vanguard S&P 500 ETF
VOO
$880B
$38.7M 1.13%
64,753
-1,929
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39B
$32.6M 0.95%
713,109
+48,570
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$220B
$30.7M 0.9%
479,118
-35,045
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.6B
$22.8M 0.67%
288,268
-2,897
BNDX icon
21
Vanguard Total International Bond ETF
BNDX
$77.8B
$14.9M 0.44%
309,187
+25,380
SPAB icon
22
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.5B
$14.6M 0.43%
570,377
+36,566
BSV icon
23
Vanguard Short-Term Bond ETF
BSV
$44.4B
$14.2M 0.42%
181,550
+15,788
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$13.9M 0.41%
256,383
-12,321
SPEM icon
25
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$13.5M 0.39%
286,774
-4,911
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