SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.36%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$812M
AUM Growth
+$812M
Cap. Flow
+$72.7M
Cap. Flow %
8.95%
Top 10 Hldgs %
75.07%
Holding
46
New
3
Increased
31
Reduced
12
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$17.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$10.1M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$8.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$7.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$6.13M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$297K
2
IWB icon
iShares Russell 1000 ETF
IWB
$166K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$97.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
$81K
5
VV icon
Vanguard Large-Cap ETF
VV
$66.1K

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
$146M 18.01%
1,301,877
+155,802
+14% +$17.5M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$662B
$96.4M 11.87%
298,144
+31,223
+12% +$10.1M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$78.6M 9.67%
1,214,751
+128,429
+12% +$8.31M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$100B
$65.5M 8.07%
318,366
+34,552
+12% +$7.11M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$55.8M 6.87%
665,711
+73,131
+12% +$6.13M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$40.8M 5.02%
1,186,889
+124,724
+12% +$4.28M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$35.4M 4.35%
1,168,596
+124,174
+12% +$3.76M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$150B
$31.5M 3.88%
482,798
+35,222
+8% +$2.3M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$31M 3.82%
576,417
+41,051
+8% +$2.21M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$28.5M 3.51%
565,924
+67,465
+14% +$3.4M
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$28.5M 3.51%
391,893
+10,654
+3% +$774K
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$27.2M 3.35%
919,078
+91,525
+11% +$2.71M
SPTM icon
13
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$18.5M 2.28%
463,902
+8,526
+2% +$340K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$13.4M 1.65%
165,255
+20,813
+14% +$1.69M
SPEM icon
15
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$11.9M 1.47%
317,378
+8,990
+3% +$338K
SPDW icon
16
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$11.9M 1.46%
379,424
+6,779
+2% +$213K
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$11.3M 1.4%
385,908
+10,123
+3% +$297K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$526B
$10.8M 1.33%
66,201
-1,823
-3% -$297K
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$36.2B
$8.15M 1%
106,057
-1,054
-1% -$81K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$7.22M 0.89%
63,007
+3,271
+5% +$375K
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$171B
$5.79M 0.71%
131,544
+2,827
+2% +$124K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.77M 0.71%
130,112
-2,192
-2% -$97.3K
SCHE icon
23
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.81M 0.59%
175,825
+2,450
+1% +$67.1K
SCHF icon
24
Schwab International Equity ETF
SCHF
$50.3B
$4.72M 0.58%
140,335
+415
+0.3% +$14K
SCHZ icon
25
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$3.98M 0.49%
74,495
+529
+0.7% +$28.3K
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