SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.88%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
Cap. Flow
+$8.35M
Cap. Flow %
5.58%
Top 10 Hldgs %
82.56%
Holding
28
New
8
Increased
14
Reduced
6
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.31M
2
TIP icon
iShares TIPS Bond ETF
TIP
$1.21M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$1.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$627K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$579K

Top Sells

1
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$194K
2
SCHB icon
Schwab US Broad Market ETF
SCHB
$128K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$108K
4
SCHF icon
Schwab International Equity ETF
SCHF
$76.1K
5
SCHH icon
Schwab US REIT ETF
SCHH
$50.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$22.2M 14.82%
171,045
+10,118
+6% +$1.31M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$16.9M 11.27%
292,423
+35
+0% +$2.02K
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.6B
$15.4M 10.31%
135,746
+10,618
+8% +$1.21M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$171B
$12.4M 8.29%
285,376
+11,144
+4% +$484K
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$12.3M 8.24%
282,821
+9,555
+3% +$416K
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$11M 7.33%
202,873
+194
+0.1% +$10.5K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$10.9M 7.32%
170,588
+1,107
+0.7% +$71K
PCY icon
8
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$7.96M 5.32%
267,270
+18,812
+8% +$560K
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$131B
$7.56M 5.06%
69,024
+9,410
+16% +$1.03M
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$36.2B
$6.87M 4.6%
112,831
-2,108
-2% -$128K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$5.09M 3.4%
43,712
+948
+2% +$110K
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.2M 2.81%
155,951
-7,197
-4% -$194K
SCHF icon
13
Schwab International Equity ETF
SCHF
$50.3B
$4.16M 2.78%
124,160
-2,273
-2% -$76.1K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$13.9B
$2.7M 1.81%
48,940
+2,376
+5% +$131K
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$1.82M 1.22%
75,040
+661
+0.9% +$16K
VNQ icon
16
Vanguard Real Estate ETF
VNQ
$34.6B
$1.49M 1%
17,934
+1,435
+9% +$119K
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$1.21M 0.81%
23,143
-342
-1% -$17.9K
IWB icon
18
iShares Russell 1000 ETF
IWB
$43.2B
$856K 0.57%
6,118
+224
+4% +$31.3K
IJH icon
19
iShares Core S&P Mid-Cap ETF
IJH
$100B
$627K 0.42%
+3,502
New +$627K
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$59B
$609K 0.41%
10,145
-1,799
-15% -$108K
GSLC icon
21
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$579K 0.39%
+11,592
New +$579K
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$576K 0.39%
+7,756
New +$576K
SCHH icon
23
Schwab US REIT ETF
SCHH
$8.37B
$509K 0.34%
12,364
-1,225
-9% -$50.4K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$662B
$506K 0.34%
+2,002
New +$506K
GSIE icon
25
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$301K 0.2%
+10,385
New +$301K
1
2