SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.29%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$483M
AUM Growth
+$483M
Cap. Flow
+$86.2M
Cap. Flow %
17.84%
Top 10 Hldgs %
61.82%
Holding
44
New
1
Increased
30
Reduced
12
Closed
1

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$22.7M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$9.31M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$8.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$8.41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.72M

Top Sells

1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$11.8M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$690K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$142K
5
IWB icon
iShares Russell 1000 ETF
IWB
$117K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$131B
$67.6M 13.97% 640,203 +215,359 +51% +$22.7M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$35.7M 7.38% 607,544 +158,431 +35% +$9.31M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$100B
$33.7M 6.98% 167,633 +44,246 +36% +$8.91M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$662B
$32.7M 6.76% 111,580 +28,728 +35% +$8.41M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$28.2M 5.83% 322,974 +77,050 +31% +$6.72M
ITOT icon
6
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$24.3M 5.04% 365,436 +2,149 +0.6% +$143K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$21.3M 4.4% 331,922 +40,586 +14% +$2.6M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$20.6M 4.25% 396,946 +59,169 +18% +$3.06M
GSIE icon
9
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$17.4M 3.61% 590,246 +174,526 +42% +$5.16M
REET icon
10
iShares Global REIT ETF
REET
$4B
$17.4M 3.6% 690,700 +178,468 +35% +$4.5M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$16M 3.31% 593,109 +127,270 +27% +$3.43M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$14.7M 3.04% 169,777 +47,401 +39% +$4.1M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$14M 2.91% 429,113 +141,146 +49% +$4.62M
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$526B
$13.4M 2.76% 89,400 -4,622 -5% -$690K
SPTM icon
15
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$13.2M 2.74% 365,846 +19,011 +5% +$688K
LRGF icon
16
iShares US Equity Factor ETF
LRGF
$2.82B
$11.9M 2.47% 354,983 +102,024 +40% +$3.43M
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$9.88M 2.04% 356,662 +1,188 +0.3% +$32.9K
SPEM icon
18
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$8.53M 1.76% 244,934 +24,413 +11% +$850K
SPDW icon
19
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$8.46M 1.75% 274,839 +25,811 +10% +$794K
IGOV icon
20
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$7.39M 1.53% 153,521 +45,439 +42% +$2.19M
SCHB icon
21
Schwab US Broad Market ETF
SCHB
$36.2B
$7.36M 1.52% 104,581 -3,960 -4% -$279K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$171B
$7.09M 1.47% 163,953 -2,145 -1% -$92.7K
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$6.51M 1.35% +83,221 New +$6.51M
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$6.24M 1.29% 152,437 -3,473 -2% -$142K
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$5.53M 1.14% 51,308 +4,016 +8% +$433K
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