SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-0.75%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
Cap. Flow
-$4.25M
Cap. Flow %
-2.48%
Top 10 Hldgs %
66.18%
Holding
41
New
9
Increased
14
Reduced
9
Closed
9

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$10.4M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$10M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$7.26M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
$7.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$5.26M

Top Sells

1
TIP icon
iShares TIPS Bond ETF
TIP
$14.2M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$10.7M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$6.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$5.76M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$5.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$21.2M 12.4%
360,502
+29,899
+9% +$1.76M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$150B
$13.4M 7.84%
255,628
+58,303
+30% +$3.07M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$13.3M 7.78%
287,206
+53,353
+23% +$2.48M
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$526B
$13.2M 7.68%
97,114
-79,270
-45% -$10.7M
SPTM icon
5
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$10.4M 6.07%
+317,212
New +$10.4M
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$131B
$10M 5.83%
300,667
+158,021
+111% +$5.26M
SPAB icon
7
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$10M 5.83%
+354,969
New +$10M
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$7.31M 4.26%
159,978
-135,494
-46% -$6.19M
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$36.2B
$7.29M 4.25%
114,306
-10,021
-8% -$639K
SPDW icon
10
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$7.26M 4.23%
+230,912
New +$7.26M
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$171B
$7.2M 4.2%
167,402
-133,799
-44% -$5.76M
SPEM icon
12
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$7.11M 4.15%
+180,846
New +$7.11M
SCHZ icon
13
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$4.92M 2.87%
96,454
+68,687
+247% +$3.5M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$4.81M 2.8%
44,216
-6,530
-13% -$710K
PCY icon
15
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$4.66M 2.72%
355,839
+4,906
+1% +$64.2K
SCHE icon
16
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.51M 2.63%
157,178
-8,611
-5% -$247K
SCHF icon
17
Schwab International Equity ETF
SCHF
$50.3B
$4.4M 2.57%
130,530
-1,397
-1% -$47.1K
TIP icon
18
iShares TIPS Bond ETF
TIP
$13.6B
$3.64M 2.12%
32,209
-125,258
-80% -$14.2M
SPTS icon
19
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.6M 2.1%
+121,180
New +$3.6M
SHY icon
20
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.38M 1.97%
40,456
+37,685
+1,360% +$3.15M
FREL icon
21
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$2.22M 1.29%
96,801
+14,038
+17% +$321K
USRT icon
22
iShares Core US REIT ETF
USRT
$3.09B
$1.65M 0.96%
+36,628
New +$1.65M
IWB icon
23
iShares Russell 1000 ETF
IWB
$43.2B
$1.28M 0.75%
8,810
+2,561
+41% +$372K
SCHO icon
24
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.12M 0.65%
+22,521
New +$1.12M
SPIP icon
25
SPDR Portfolio TIPS ETF
SPIP
$965M
$1.01M 0.59%
+18,178
New +$1.01M
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