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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
+3.88%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$13.8M
Cap. Flow
+$8.23M
Cap. Flow %
5.51%
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
+$1.28M
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
+$610K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$568K

Top Sells

1
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$191K
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$126K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$106K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$74.2K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.5K

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
$22.2M 14.82%
171,045
+10,118
+6% +$1.28M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$16.9M 11.27%
292,423
+35
+0% +$1.97K
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.4B
$15.4M 10.31%
135,746
+10,618
+8% +$1.21M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$229B
$12.4M 8.29%
285,376
+11,144
+4% +$473K
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$12.3M 8.24%
282,821
+9,555
+3% +$413K
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$11M 7.33%
202,873
+194
+0.1% +$10.3K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$10.9M 7.32%
170,588
+1,107
+0.7% +$69.2K
PCY icon
8
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$7.96M 5.32%
267,270
+18,812
+8% +$557K
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$138B
$7.56M 5.06%
69,024
+9,410
+16% +$1.03M
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$43.6B
$6.87M 4.6%
676,986
-12,648
-2% -$126K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5.09M 3.4%
43,712
+948
+2% +$110K
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$4.2M 2.81%
155,951
-7,197
-4% -$191K
SCHF icon
13
Schwab International Equity ETF
SCHF
$66.5B
$4.16M 2.78%
248,320
-4,546
-2% -$74.2K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.5B
$2.7M 1.81%
97,880
+4,752
+5% +$132K
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$1.82M 1.22%
75,040
+661
+0.9% +$16.1K
VNQ icon
16
Vanguard Real Estate ETF
VNQ
$38.8B
$1.49M 1%
17,934
+1,435
+9% +$120K
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.21M 0.81%
46,286
-684
-1% -$17.9K
IWB icon
18
iShares Russell 1000 ETF
IWB
$48.7B
$856K 0.57%
6,118
+224
+4% +$30.7K
IJH icon
19
iShares Core S&P Mid-Cap ETF
IJH
$122B
$627K 0.42%
+17,510
New +$610K
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$72.8B
$609K 0.41%
60,870
-10,794
-15% -$106K
GSLC icon
21
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$579K 0.39%
+11,592
New +$568K
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$110B
$576K 0.39%
+7,756
New +$544K
SCHH icon
23
Schwab US REIT ETF
SCHH
$11.3B
$509K 0.34%
24,728
-2,450
-9% -$50.5K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$895B
$506K 0.34%
+2,002
New +$497K
GSIE icon
25
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$301K 0.2%
+10,385
New +$295K
1
2

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