SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+15.69%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$935M
AUM Growth
+$935M
Cap. Flow
+$109M
Cap. Flow %
11.7%
Top 10 Hldgs %
79.59%
Holding
66
New
11
Increased
41
Reduced
11
Closed
3

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$130M
2
VXF icon
Vanguard Extended Market ETF
VXF
$114M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$4.12M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$101M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
$492K

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
$168M 18.02% 1,425,437 +105,067 +8% +$12.4M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$158M 16.91% 2,277,455 +1,870,312 +459% +$130M
VXF icon
3
Vanguard Extended Market ETF
VXF
$23.9B
$114M 12.21% 964,640 +961,356 +29,274% +$114M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$93.9M 10.04% 1,500,479 +161,372 +12% +$10.1M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$44.5M 4.76% 1,468,439 +136,083 +10% +$4.12M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$39.6M 4.23% 1,487,535 +129,092 +10% +$3.43M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$32.4M 3.47% 567,348 +34,624 +6% +$1.98M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$31.8M 3.4% 668,509 +41,183 +7% +$1.96M
PCY icon
9
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$30.8M 3.29% 1,150,237 +130,423 +13% +$3.49M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$30.5M 3.27% 653,320 +38,489 +6% +$1.8M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$20.3M 2.17% 296,550 -566,644 -66% -$38.7M
SPTM icon
12
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$19.8M 2.12% 523,983 +41,006 +8% +$1.55M
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$16.2M 1.73% 195,867 +16,016 +9% +$1.32M
SPAB icon
14
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$12.2M 1.3% 394,380 +27,256 +7% +$841K
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$12.1M 1.3% 439,439 +21,133 +5% +$584K
SPEM icon
16
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$12M 1.29% 359,742 +25,115 +8% +$840K
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$526B
$8.85M 0.95% 56,786 -537 -0.9% -$83.7K
EMB icon
18
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$7.85M 0.84% 71,898 +8,192 +13% +$895K
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$171B
$7.38M 0.79% 190,314 +42,695 +29% +$1.65M
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$36.2B
$6.9M 0.74% 94,492 -2,030 -2% -$148K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$5.72M 0.61% 144,628 +23,786 +20% +$941K
SCHE icon
22
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$4.29M 0.46% 176,093 +390 +0.2% +$9.5K
SCHF icon
23
Schwab International Equity ETF
SCHF
$50.3B
$4.16M 0.45% 139,937 -1,633 -1% -$48.6K
SPTS icon
24
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$3.96M 0.42% 128,762 +10,203 +9% +$313K
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$3.71M 0.4% 42,782 +4,074 +11% +$353K
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