SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.82%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
Cap. Flow
+$2.4M
Cap. Flow %
1.91%
Top 10 Hldgs %
83.15%
Holding
21
New
1
Increased
13
Reduced
7
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$771K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$569K
3
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$436K
4
TIP icon
iShares TIPS Bond ETF
TIP
$384K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$369K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$371K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$135K
3
IWB icon
iShares Russell 1000 ETF
IWB
$103K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$77.8K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$51.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$17.9M 14.25%
147,329
+6,343
+4% +$771K
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$15.3M 12.19%
283,005
-6,852
-2% -$371K
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.6B
$13.2M 10.5%
115,462
+3,357
+3% +$384K
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$10M 7.97%
250,142
+9,229
+4% +$369K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$171B
$9.96M 7.93%
253,126
+14,464
+6% +$569K
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$9.48M 7.55%
197,139
-1,070
-0.5% -$51.5K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$9.48M 7.54%
163,324
+71
+0% +$4.12K
PCY icon
8
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$6.58M 5.23%
226,203
+14,995
+7% +$436K
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$36.2B
$6.47M 5.15%
113,405
+3,043
+3% +$174K
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$131B
$6.09M 4.85%
56,182
-1,243
-2% -$135K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$4.59M 3.66%
40,340
-683
-2% -$77.8K
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$3.87M 3.08%
161,627
+824
+0.5% +$19.8K
SCHF icon
13
Schwab International Equity ETF
SCHF
$50.3B
$3.71M 2.96%
124,328
+3,512
+3% +$105K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$13.9B
$2.51M 1.99%
45,133
+480
+1% +$26.7K
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$1.71M 1.36%
72,147
-1,892
-3% -$44.9K
SCHZ icon
16
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$1.29M 1.03%
24,929
+360
+1% +$18.6K
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$34.6B
$1.2M 0.96%
14,658
+620
+4% +$50.9K
IWB icon
18
iShares Russell 1000 ETF
IWB
$43.2B
$778K 0.62%
5,913
-781
-12% -$103K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$59B
$665K 0.53%
11,821
+129
+1% +$7.26K
SCHH icon
20
Schwab US REIT ETF
SCHH
$8.37B
$565K 0.45%
13,865
-391
-3% -$15.9K
IVE icon
21
iShares S&P 500 Value ETF
IVE
$41.2B
$268K 0.21%
+2,561
New +$268K