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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
+0.08%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$702M
AUM Growth
+$60.5M
Cap. Flow
+$60.1M
Cap. Flow %
8.55%
Top 10 Hldgs %
73.66%
Holding
49
New
1
Increased
31
Reduced
11
Closed
6

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.1M
3
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$24.9M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$13.6M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12M

Top Sells

1
REET icon
iShares Global REIT ETF
REET
+$26.8M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$21.8M
3
LRGF icon
iShares US Equity Factor ETF
LRGF
+$16.8M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$11.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$793K

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
$130M 18.47%
1,146,075
+250,275
+28% +$28.1M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$895B
$79.7M 11.34%
266,921
+106,122
+66% +$31.5M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$65.1M 9.26%
1,086,322
+201,184
+23% +$12M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$122B
$54.8M 7.81%
1,419,070
+172,345
+14% +$6.62M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$46.1M 6.57%
592,580
+78,409
+15% +$6.07M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$33.3M 4.74%
1,062,165
+426,855
+67% +$13.6M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$29.5M 4.21%
1,044,422
+156,547
+18% +$4.41M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$188B
$27.3M 3.89%
447,576
+33,856
+8% +$2.04M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$26.2M 3.74%
535,366
+41,373
+8% +$2.05M
ITOT icon
10
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$25.6M 3.64%
381,239
+23,475
+7% +$1.57M
HYLB icon
11
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$25M 3.55%
+623,074
New +$24.9M
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$24.1M 3.43%
827,553
+52,840
+7% +$1.55M
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$16.7M 2.38%
455,376
+18,301
+4% +$671K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$11.7M 1.67%
144,442
+20,267
+16% +$1.64M
SPAB icon
15
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$11.1M 1.59%
375,785
+1,709
+0.5% +$50.3K
SPDW icon
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$10.9M 1.56%
372,645
+19,014
+5% +$551K
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$10.6M 1.51%
308,388
+24,686
+9% +$857K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$668B
$10.2M 1.46%
68,024
-4,439
-6% -$669K
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$43.6B
$7.61M 1.08%
642,666
+12,072
+2% +$143K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$6.77M 0.96%
59,736
+828
+1% +$94.2K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$5.32M 0.76%
132,304
-3,773
-3% -$156K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$229B
$5.28M 0.75%
128,717
-4,532
-3% -$185K
SCHF icon
23
Schwab International Equity ETF
SCHF
$66.5B
$4.46M 0.63%
279,840
+9,054
+3% +$142K
SCHE icon
24
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$4.36M 0.62%
173,375
+13,336
+8% +$339K
SCHZ icon
25
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.98M 0.57%
147,932
+10,856
+8% +$290K
1
2

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AIM
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