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
$564M
AUM Growth
+$564M
Cap. Flow
+$49.2M
Cap. Flow %
8.72%
Top 10 Hldgs %
63.41%
Holding
47
New
–
Increased
32
Reduced
15
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$9.52M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$5.36M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$4.67M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$4.38M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$623K
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$360K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$244K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$219K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$147K

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
$85.9M 15.23%
787,930
+87,276
+12% +$9.52M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$44.3M 7.85%
779,787
+94,374
+14% +$5.36M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$100B
$41.1M 7.29%
217,062
+25,951
+14% +$4.92M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$662B
$40.4M 7.15%
141,857
+16,396
+13% +$4.67M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$33.6M 5.95%
435,191
+56,781
+15% +$4.38M
REET icon
6
iShares Global REIT ETF
REET
$4B
$23.6M 4.18%
883,094
+102,298
+13% +$2.73M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$22.8M 4.04%
441,172
+22,058
+5% +$1.14M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$150B
$22.6M 4.01%
372,090
+21,618
+6% +$1.31M
ITOT icon
9
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$21.9M 3.88%
340,204
-3,408
-1% -$219K
GSIE icon
10
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$21.6M 3.83%
770,573
+97,522
+14% +$2.74M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$19.6M 3.47%
699,174
+53,789
+8% +$1.51M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$18.8M 3.33%
217,513
+26,478
+14% +$2.29M
GEM icon
13
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$17.9M 3.18%
551,608
+61,119
+12% +$1.99M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$14.8M 2.62%
420,409
+35,346
+9% +$1.24M
LRGF icon
15
iShares US Equity Factor ETF
LRGF
$2.82B
$14.3M 2.53%
459,826
+58,754
+15% +$1.82M
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$526B
$11M 1.95%
76,280
-4,315
-5% -$623K
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$10.5M 1.87%
369,347
+11,956
+3% +$341K
SPDW icon
18
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$9.8M 1.74%
335,486
+31,335
+10% +$915K
IGOV icon
19
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$9.69M 1.72%
197,683
+24,419
+14% +$1.2M
SPEM icon
20
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$9.6M 1.7%
268,575
+20,823
+8% +$745K
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$8.58M 1.52%
107,507
+13,857
+15% +$1.11M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$36.2B
$7M 1.24%
102,820
-3,585
-3% -$244K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.98M 1.06%
140,866
-8,487
-6% -$360K
EMB icon
24
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$5.94M 1.05%
53,994
+3,052
+6% +$336K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$171B
$5.66M 1%
138,651
-3,602
-3% -$147K
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