SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-9.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$470M
AUM Growth
+$470M
Cap. Flow
+$35.8M
Cap. Flow %
7.62%
Top 10 Hldgs %
61.98%
Holding
47
New
4
Increased
28
Reduced
15
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$6.42M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$3.88M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$3.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$3.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
$3.46M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.23M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.11M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$803K
4
TIP icon
iShares TIPS Bond ETF
TIP
$291K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$146K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$130B
$74.4M 15.84%
700,654
+60,451
+9% +$6.42M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
$34.2M 7.27%
685,413
+77,869
+13% +$3.88M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
$31.4M 6.68%
191,111
+23,478
+14% +$3.86M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$657B
$31.3M 6.66%
125,461
+13,881
+12% +$3.46M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$84.5B
$26.1M 5.55%
378,410
+55,436
+17% +$3.82M
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$19.8M 4.22%
419,114
+22,168
+6% +$1.05M
ITOT icon
7
iShares Core S&P Total US Stock Market ETF
ITOT
$74.6B
$19.3M 4.12%
343,612
-21,824
-6% -$1.23M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$148B
$19.2M 4.09%
350,472
+18,550
+6% +$1.02M
REET icon
9
iShares Global REIT ETF
REET
$3.93B
$18.4M 3.91%
780,796
+90,096
+13% +$2.12M
GSIE icon
10
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.17B
$17.1M 3.64%
673,051
+82,805
+14% +$2.1M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.21B
$17M 3.62%
645,385
+52,276
+9% +$1.38M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
$15.5M 3.29%
191,035
+21,258
+13% +$1.72M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.06B
$14.8M 3.15%
490,489
+61,376
+14% +$1.85M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$10.9B
$11.8M 2.51%
385,063
+19,217
+5% +$588K
LRGF icon
15
iShares US Equity Factor ETF
LRGF
$2.81B
$11.1M 2.36%
401,072
+46,089
+13% +$1.27M
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$522B
$10.2M 2.17%
80,595
-8,805
-10% -$1.11M
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.53B
$9.93M 2.11%
357,391
+729
+0.2% +$20.3K
IGOV icon
18
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.11B
$8.38M 1.78%
173,264
+19,743
+13% +$955K
SPEM icon
19
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$8.04M 1.71%
247,752
+2,818
+1% +$91.5K
SPDW icon
20
SPDR Portfolio Developed World ex-US ETF
SPDW
$28.8B
$8.02M 1.71%
304,151
+29,312
+11% +$773K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
$7.29M 1.55%
93,650
+10,429
+13% +$812K
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$35.9B
$6.32M 1.35%
106,405
+1,824
+2% +$108K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
$5.7M 1.21%
149,353
-3,084
-2% -$118K
EMB icon
24
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
$5.28M 1.12%
50,942
-366
-0.7% -$37.9K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$169B
$5.27M 1.12%
142,253
-21,700
-13% -$803K
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