SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.54%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
Cap. Flow
+$7.2M
Cap. Flow %
5.31%
Top 10 Hldgs %
83.8%
Holding
21
New
–
Increased
17
Reduced
3
Closed
1

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.69M
2
TIP icon
iShares TIPS Bond ETF
TIP
$1.1M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$937K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$870K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$652K

Top Sells

1
IVE icon
iShares S&P 500 Value ETF
IVE
$268K
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$75.4K
3
SCHH icon
Schwab US REIT ETF
SCHH
$11.4K
4
IWB icon
iShares Russell 1000 ETF
IWB
$2.57K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$20M 14.74%
160,927
+13,598
+9% +$1.69M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$16.2M 11.93%
292,388
+9,383
+3% +$519K
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.6B
$14.2M 10.48%
125,128
+9,666
+8% +$1.1M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$171B
$11.3M 8.33%
274,232
+21,106
+8% +$870K
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$11.1M 8.16%
273,266
+23,124
+9% +$937K
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$150B
$10.3M 7.6%
169,481
+6,157
+4% +$375K
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$10.1M 7.43%
202,679
+5,540
+3% +$276K
PCY icon
8
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$7.28M 5.36%
248,458
+22,255
+10% +$652K
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$36.2B
$6.72M 4.95%
114,939
+1,534
+1% +$89.7K
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$131B
$6.54M 4.82%
59,614
+3,432
+6% +$376K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$4.9M 3.61%
42,764
+2,424
+6% +$278K
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.05M 2.99%
163,148
+1,521
+0.9% +$37.8K
SCHF icon
13
Schwab International Equity ETF
SCHF
$50.3B
$4.02M 2.96%
126,433
+2,105
+2% +$66.9K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$13.9B
$2.56M 1.89%
46,564
+1,431
+3% +$78.8K
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$1.8M 1.33%
74,379
+2,232
+3% +$54K
VNQ icon
16
Vanguard Real Estate ETF
VNQ
$34.6B
$1.37M 1.01%
16,499
+1,841
+13% +$153K
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$1.23M 0.9%
23,485
-1,444
-6% -$75.4K
IWB icon
18
iShares Russell 1000 ETF
IWB
$43.2B
$796K 0.59%
5,894
-19
-0.3% -$2.57K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$59B
$690K 0.51%
11,944
+123
+1% +$7.11K
SCHH icon
20
Schwab US REIT ETF
SCHH
$8.37B
$560K 0.41%
13,589
-276
-2% -$11.4K
IVE icon
21
iShares S&P 500 Value ETF
IVE
$41.2B
– –
-2,561
Closed -$268K