SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.45%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
Cap. Flow
+$54.4M
Cap. Flow %
26.02%
Top 10 Hldgs %
71.61%
Holding
32
New
4
Increased
27
Reduced
1
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$8.05M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$4.47M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$4.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$3.59M

Top Sells

1
SCHX icon
Schwab US Large- Cap ETF
SCHX
$11.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$24.2M 11.57%
176,384
+5,339
+3% +$732K
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$20.2M 9.66%
330,603
+38,180
+13% +$2.33M
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.6B
$18M 8.59%
157,467
+21,721
+16% +$2.48M
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$131B
$15.6M 7.46%
142,646
+73,622
+107% +$8.05M
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$13.6M 6.48%
295,472
+12,651
+4% +$580K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$171B
$13.5M 6.46%
301,201
+15,825
+6% +$709K
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$13.3M 6.36%
233,853
+30,980
+15% +$1.76M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$150B
$13M 6.24%
197,325
+26,737
+16% +$1.77M
PCY icon
9
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$10.4M 4.96%
350,933
+83,663
+31% +$2.47M
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$36.2B
$8.05M 3.85%
124,327
+11,496
+10% +$744K
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$5.89M 2.82%
50,746
+7,034
+16% +$817K
GSLC icon
12
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$5.09M 2.43%
95,364
+83,772
+723% +$4.47M
IJH icon
13
iShares Core S&P Mid-Cap ETF
IJH
$100B
$4.9M 2.34%
25,816
+22,314
+637% +$4.23M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$662B
$4.67M 2.23%
17,363
+15,361
+767% +$4.13M
SCHE icon
15
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.62M 2.21%
165,789
+9,838
+6% +$274K
SCHF icon
16
Schwab International Equity ETF
SCHF
$50.3B
$4.49M 2.15%
131,927
+7,767
+6% +$265K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$4.18M 2%
54,435
+46,679
+602% +$3.59M
SCHP icon
18
Schwab US TIPS ETF
SCHP
$13.9B
$3.22M 1.54%
58,216
+9,276
+19% +$513K
REET icon
19
iShares Global REIT ETF
REET
$4B
$2.65M 1.26%
101,377
+89,881
+782% +$2.35M
GSIE icon
20
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$2.6M 1.24%
86,624
+76,239
+734% +$2.29M
IGIB icon
21
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
$2.47M 1.18%
+22,627
New +$2.47M
GEM icon
22
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$2.16M 1.03%
60,352
+52,359
+655% +$1.87M
HYG icon
23
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$2.15M 1.03%
+24,637
New +$2.15M
FREL icon
24
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.04M 0.98%
82,763
+7,723
+10% +$191K
LRGF icon
25
iShares US Equity Factor ETF
LRGF
$2.82B
$1.64M 0.79%
51,679
+42,529
+465% +$1.35M
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