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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-1.78%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow %
100.02%
Top 10 Hldgs %
82.8%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.9M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.5M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$12.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.76M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$668B
$16.3M 13.95%
+140,986
New +$15.9M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$14.9M 12.75%
+289,857
New +$14.5M
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.4B
$12.7M 10.88%
+112,105
New +$12.8M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$188B
$8.76M 7.51%
+163,253
New +$8.76M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$229B
$8.72M 7.48%
+238,662
New +$8.71M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$8.62M 7.39%
+240,913
New +$8.82M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$8.42M 7.22%
+198,209
New +$8.69M
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.21M 5.32%
+57,425
New +$6.29M
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$43.6B
$6.02M 5.16%
+662,172
New +$5.83M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$5.97M 5.12%
+211,208
New +$6.11M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$4.52M 3.88%
+41,023
New +$4.6M
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$3.5M 3%
+160,803
New +$3.6M
SCHF icon
13
Schwab International Equity ETF
SCHF
$66.5B
$3.37M 2.89%
+241,632
New +$3.39M
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.5B
$2.46M 2.11%
+89,306
New +$2.49M
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$1.74M 1.49%
+74,039
New +$1.71M
SCHZ icon
16
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.27M 1.09%
+49,138
New +$1.29M
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$38.8B
$1.16M 0.99%
+14,038
New +$1.14M
IWB icon
18
iShares Russell 1000 ETF
IWB
$48.7B
$833K 0.71%
+6,694
New +$814K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$72.8B
$628K 0.54%
+70,152
New +$609K
SCHH icon
20
Schwab US REIT ETF
SCHH
$11.3B
$586K 0.5%
+28,512
New +$572K

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DGM
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ABC
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GCC
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GL
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SCA
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ACH
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AIM
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