SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.08%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$702M
AUM Growth
+$702M
Cap. Flow
+$61.2M
Cap. Flow %
8.71%
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
$31.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$28.3M
3
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$25M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$13.4M
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 1-3 Year 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 Shares
Change % 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$131B
$130M 18.47%
1,146,075
+250,275
+28% +$28.3M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$662B
$79.7M 11.34%
266,921
+106,122
+66% +$31.7M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$65.1M 9.26%
1,086,322
+201,184
+23% +$12M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$100B
$54.8M 7.81%
283,814
+34,469
+14% +$6.66M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$46.1M 6.57%
592,580
+78,409
+15% +$6.1M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$33.3M 4.74%
1,062,165
+426,855
+67% +$13.4M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$29.5M 4.21%
1,044,422
+156,547
+18% +$4.43M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$150B
$27.3M 3.89%
447,576
+33,856
+8% +$2.07M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$26.2M 3.74%
535,366
+41,373
+8% +$2.03M
ITOT icon
10
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$25.6M 3.64%
381,239
+23,475
+7% +$1.57M
HYLB icon
11
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$25M 3.55%
+498,459
New +$25M
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$24.1M 3.43%
827,553
+52,840
+7% +$1.54M
SPTM icon
13
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$16.7M 2.38%
455,376
+18,301
+4% +$672K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$11.7M 1.67%
144,442
+20,267
+16% +$1.64M
SPAB icon
15
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$11.1M 1.59%
375,785
+1,709
+0.5% +$50.7K
SPDW icon
16
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$10.9M 1.56%
372,645
+19,014
+5% +$558K
SPEM icon
17
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$10.6M 1.51%
308,388
+24,686
+9% +$846K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$526B
$10.2M 1.46%
68,024
-4,439
-6% -$669K
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$36.2B
$7.61M 1.08%
107,111
+2,012
+2% +$143K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$6.77M 0.96%
59,736
+828
+1% +$93.9K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.32M 0.76%
132,304
-3,773
-3% -$152K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$171B
$5.28M 0.75%
128,717
-4,532
-3% -$186K
SCHF icon
23
Schwab International Equity ETF
SCHF
$50.3B
$4.46M 0.63%
139,920
+4,527
+3% +$144K
SCHE icon
24
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.36M 0.62%
173,375
+13,336
+8% +$335K
SCHZ icon
25
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$3.98M 0.57%
73,966
+5,428
+8% +$292K
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