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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
+15.69%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$935M
AUM Growth
+$199M
Cap. Flow
+$97.1M
Cap. Flow %
10.39%
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
+$122M
2
VXF icon
Vanguard Extended Market ETF
VXF
+$103M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.3M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.57M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$3.9M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$95.4M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.16M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$464K

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
$168M 18.02%
1,425,437
+105,067
+8% +$12.3M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$158M 16.91%
2,277,455
+1,870,312
+459% +$122M
VXF icon
3
Vanguard Extended Market ETF
VXF
$30.8B
$114M 12.21%
964,640
+961,356
+29,274% +$103M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$93.9M 10.04%
1,500,479
+161,372
+12% +$9.57M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$44.5M 4.76%
1,468,439
+136,083
+10% +$3.9M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$39.6M 4.23%
1,487,535
+129,092
+10% +$3.25M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$32.4M 3.47%
567,348
+34,624
+6% +$1.88M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$31.8M 3.4%
668,509
+41,183
+7% +$1.84M
PCY icon
9
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$30.8M 3.29%
1,150,237
+130,423
+13% +$3.29M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$30.5M 3.27%
816,650
+48,111
+6% +$1.77M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$20.3M 2.17%
296,550
-566,644
-66% -$35.8M
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$19.8M 2.12%
523,983
+41,006
+8% +$1.47M
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$16.2M 1.73%
195,867
+16,016
+9% +$1.3M
SPAB icon
14
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$12.2M 1.3%
394,380
+27,256
+7% +$833K
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$12.1M 1.3%
439,439
+21,133
+5% +$553K
SPEM icon
16
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$12M 1.29%
359,742
+25,115
+8% +$786K
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$668B
$8.85M 0.95%
56,786
-537
-0.9% -$79.2K
EMB icon
18
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$7.85M 0.84%
71,898
+8,192
+13% +$848K
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$229B
$7.38M 0.79%
190,314
+42,695
+29% +$1.56M
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$43.6B
$6.9M 0.74%
566,952
-12,180
-2% -$140K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$5.72M 0.61%
144,628
+23,786
+20% +$881K
SCHE icon
22
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$4.29M 0.46%
176,093
+390
+0.2% +$8.86K
SCHF icon
23
Schwab International Equity ETF
SCHF
$66.5B
$4.16M 0.45%
279,874
-3,266
-1% -$45.9K
SPTS icon
24
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$3.96M 0.42%
128,762
+10,203
+9% +$313K
SHY icon
25
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$3.71M 0.4%
42,782
+4,074
+11% +$353K
1
2 3

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