SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-16.22%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$736M
AUM Growth
+$736M
Cap. Flow
+$63.8M
Cap. Flow %
8.67%
Top 10 Hldgs %
75.86%
Holding
55
New
9
Increased
33
Reduced
13
Closed
–

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$11.3M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$11.1M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$8.48M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.49M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.38M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.14M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$584K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$576K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$568K
5
TIP icon
iShares TIPS Bond ETF
TIP
$414K

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
$152M 20.69%
1,320,370
+18,493
+1% +$2.13M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$662B
$85.5M 11.62%
330,958
+32,814
+11% +$8.48M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$69.9M 9.49%
1,339,107
+124,356
+10% +$6.49M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$100B
$57.1M 7.75%
396,781
+78,415
+25% +$11.3M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$48.4M 6.58%
863,194
+197,483
+30% +$11.1M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$34.9M 4.74%
1,332,356
+145,467
+12% +$3.81M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$31.3M 4.25%
1,358,443
+189,847
+16% +$4.38M
HYLB icon
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$27.1M 3.68%
614,831
+48,907
+9% +$2.16M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$26.6M 3.61%
532,724
+49,926
+10% +$2.49M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$25.4M 3.45%
627,326
+50,909
+9% +$2.06M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$24.4M 3.31%
1,019,814
+100,736
+11% +$2.41M
ITOT icon
12
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$23.3M 3.16%
407,143
+15,250
+4% +$873K
SPTM icon
13
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$15.2M 2.06%
482,977
+19,075
+4% +$600K
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$14.2M 1.93%
179,851
+14,596
+9% +$1.15M
SPAB icon
15
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$11.1M 1.51%
367,124
-18,784
-5% -$568K
SPDW icon
16
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$10M 1.36%
418,306
+38,882
+10% +$931K
SPEM icon
17
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$9.52M 1.29%
334,627
+17,249
+5% +$491K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$526B
$7.38M 1%
57,323
-8,878
-13% -$1.14M
EMB icon
19
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$6.16M 0.84%
63,706
+699
+1% +$67.6K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$36.2B
$5.83M 0.79%
96,522
-9,535
-9% -$576K
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$171B
$4.93M 0.67%
147,619
+16,075
+12% +$536K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$4.06M 0.55%
120,842
-9,270
-7% -$311K
SCHF icon
23
Schwab International Equity ETF
SCHF
$50.3B
$3.66M 0.5%
141,570
+1,235
+0.9% +$31.9K
SPTS icon
24
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.64M 0.49%
118,559
-4,160
-3% -$128K
SCHE icon
25
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$3.64M 0.49%
175,703
-122
-0.1% -$2.52K
1
2 3