SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-0.75%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
Cap. Flow
-$4.25M
Cap. Flow %
-2.48%
Top 10 Hldgs %
66.18%
Holding
41
New
9
Increased
14
Reduced
9
Closed
9

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$10.4M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$10M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$7.26M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
$7.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$5.26M

Top Sells

1
TIP icon
iShares TIPS Bond ETF
TIP
$14.2M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$10.7M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$6.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$5.76M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$5.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHP icon
26
Schwab US TIPS ETF
SCHP
$13.9B
$855K 0.5%
15,580
-42,636
-73% -$2.34M
SCHX icon
27
Schwab US Large- Cap ETF
SCHX
$59B
$662K 0.39%
10,496
+535
+5% +$33.7K
SCHH icon
28
Schwab US REIT ETF
SCHH
$8.37B
$565K 0.33%
14,783
+416
+3% +$15.9K
MUB icon
29
iShares National Muni Bond ETF
MUB
$38.6B
$357K 0.21%
+3,273
New +$357K
HYG icon
30
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$29K 0.02%
76,638
+52,001
+211% +$19.7K
IVV icon
31
iShares Core S&P 500 ETF
IVV
$662B
$4K ﹤0.01%
52,121
+34,758
+200% +$2.67K
GEM icon
32
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
– –
-60,352
Closed -$2.16M
GSIE icon
33
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
– –
-86,624
Closed -$2.6M
GSLC icon
34
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
– –
-95,364
Closed -$5.09M
IGIB icon
35
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
$0 ﹤0.01%
71,389
+48,762
+216% –
IGOV icon
36
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
– –
-22,722
Closed -$1.13M
IJH icon
37
iShares Core S&P Mid-Cap ETF
IJH
$100B
– –
-25,816
Closed -$4.9M
IJR icon
38
iShares Core S&P Small-Cap ETF
IJR
$85.2B
– –
-54,435
Closed -$4.18M
LRGF icon
39
iShares US Equity Factor ETF
LRGF
$2.82B
– –
-51,679
Closed -$1.64M
REET icon
40
iShares Global REIT ETF
REET
$4B
– –
-101,377
Closed -$2.65M
VNQ icon
41
Vanguard Real Estate ETF
VNQ
$34.6B
– –
-19,633
Closed -$1.63M
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