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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
-0.21%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$389M
AUM Growth
+$217M
Cap. Flow
+$158M
Cap. Flow %
40.55%
Top 10 Hldgs %
57.17%
Holding
43
New
11
Increased
15
Reduced
17
Closed
–

Top Buys

1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.5M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.8M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
REET icon
iShares Global REIT ETF
REET
+$12.8M

Top Sells

1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.16M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$431K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$378K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$259K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$189K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$45.2M 11.62%
424,844
+124,177
+41% +$13.2M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$24.6M 6.33%
+449,113
New +$24.5M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$122B
$24M 6.18%
+616,935
New +$23.8M
ITOT icon
4
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$22.7M 5.84%
363,287
+2,785
+0.8% +$173K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$895B
$22.6M 5.82%
82,852
+30,731
+59% +$8.36M
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$110B
$20.5M 5.28%
+245,924
New +$20M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$18.5M 4.75%
291,336
+35,708
+14% +$2.36M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$17.7M 4.56%
337,777
+50,571
+18% +$2.84M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$668B
$13.2M 3.39%
94,022
-3,092
-3% -$431K
REET icon
10
iShares Global REIT ETF
REET
$4.95B
$13.1M 3.38%
+512,232
New +$12.8M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$12.4M 3.18%
465,839
+110,000
+31% +$3M
GSIE icon
12
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$12.2M 3.14%
+415,720
New +$12.6M
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$11.8M 3.03%
346,835
+29,623
+9% +$1,000K
IGIB icon
14
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$11.8M 3.03%
221,632
+78,854
+55% +$4.19M
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$10.4M 2.68%
122,376
+45,738
+60% +$3.92M
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$9.91M 2.55%
355,474
+505
+0.1% +$14.1K
GEM icon
17
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$9.55M 2.46%
+287,967
New +$10.2M
LRGF icon
18
iShares US Equity Factor ETF
LRGF
$3.57B
$8.09M 2.08%
+252,959
New +$8.16M
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$7.79M 2.01%
220,521
+39,675
+22% +$1.49M
SPDW icon
20
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$7.57M 1.95%
249,028
+18,116
+8% +$573K
SCHB icon
21
Schwab US Broad Market ETF
SCHB
$43.6B
$7.16M 1.84%
651,246
-34,590
-5% -$378K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$229B
$7.12M 1.83%
166,098
-1,304
-0.8% -$58.1K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$6.57M 1.69%
155,910
-4,068
-3% -$184K
IGOV icon
24
iShares International Treasury Bond ETF
IGOV
$1.36B
$5.32M 1.37%
+108,082
New +$5.4M
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5.05M 1.3%
47,292
+3,076
+7% +$336K
1
2

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