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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
+2.29%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$483M
AUM Growth
+$94.8M
Cap. Flow
+$86.1M
Cap. Flow %
17.82%
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
+$22.8M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.12M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.75M

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
+$680K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$274K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$146K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$115K

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
$67.6M 13.97%
640,203
+215,359
+51% +$22.8M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$35.7M 7.38%
607,544
+158,431
+35% +$9.12M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$122B
$33.7M 6.98%
838,165
+221,230
+36% +$8.89M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$895B
$32.7M 6.76%
111,580
+28,728
+35% +$8.24M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$28.2M 5.83%
322,974
+77,050
+31% +$6.75M
ITOT icon
6
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$24.3M 5.04%
365,436
+2,149
+0.6% +$141K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$21.3M 4.4%
331,922
+40,586
+14% +$2.59M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$20.6M 4.25%
396,946
+59,169
+18% +$3.09M
GSIE icon
9
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$17.4M 3.61%
590,246
+174,526
+42% +$5.14M
REET icon
10
iShares Global REIT ETF
REET
$4.95B
$17.4M 3.6%
690,700
+178,468
+35% +$4.62M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$16M 3.31%
593,109
+127,270
+27% +$3.43M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$14.7M 3.04%
169,777
+47,401
+39% +$4.07M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$14M 2.91%
429,113
+141,146
+49% +$4.64M
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$668B
$13.3M 2.76%
89,400
-4,622
-5% -$680K
SPTM icon
15
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$13.2M 2.74%
365,846
+19,011
+5% +$677K
LRGF icon
16
iShares US Equity Factor ETF
LRGF
$3.57B
$11.9M 2.47%
354,983
+102,024
+40% +$3.4M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$9.88M 2.04%
356,662
+1,188
+0.3% +$33.1K
SPEM icon
18
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$8.53M 1.76%
244,934
+24,413
+11% +$860K
SPDW icon
19
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$8.46M 1.75%
274,839
+25,811
+10% +$788K
IGOV icon
20
iShares International Treasury Bond ETF
IGOV
$1.36B
$7.39M 1.53%
153,521
+45,439
+42% +$2.21M
SCHB icon
21
Schwab US Broad Market ETF
SCHB
$43.6B
$7.36M 1.52%
627,486
-23,760
-4% -$274K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$229B
$7.09M 1.47%
163,953
-2,145
-1% -$92.5K
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$6.5M 1.35%
+83,221
New +$6.5M
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$6.24M 1.29%
152,437
-3,473
-2% -$146K
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5.53M 1.14%
51,308
+4,016
+8% +$431K
1
2

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AIM
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