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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
+5.74%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$163M
Cap. Flow
+$114M
Cap. Flow %
10.39%
Top 10 Hldgs %
78.89%
Holding
70
New
7
Increased
56
Reduced
7
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.8M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$9.34M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.14M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.89M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$286K
2
VV icon
Vanguard Large-Cap ETF
VV
+$123K
3
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$83.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.7K
5
VB icon
Vanguard Small-Cap ETF
VB
+$39.5K

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
$197M 17.96%
1,668,560
+243,123
+17% +$28.8M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$183M 16.66%
2,443,335
+165,880
+7% +$12.4M
VXF icon
3
Vanguard Extended Market ETF
VXF
$30.8B
$133M 12.07%
1,028,611
+63,971
+7% +$8.14M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$111M 10.07%
1,639,732
+139,253
+9% +$9.34M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$52.2M 4.75%
1,616,796
+148,357
+10% +$4.89M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$46.4M 4.23%
1,646,350
+158,815
+11% +$4.46M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$36.9M 3.36%
610,416
+43,068
+8% +$2.6M
IEMG icon
8
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$36.8M 3.35%
708,064
+39,555
+6% +$2.07M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$35.8M 3.26%
933,886
+117,236
+14% +$4.52M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$34.7M 3.16%
1,285,476
+135,239
+12% +$3.74M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$22.7M 2.07%
324,355
+27,805
+9% +$1.99M
SPTM icon
12
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$21.6M 1.96%
531,822
+7,839
+1% +$317K
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$19.4M 1.76%
233,796
+37,929
+19% +$3.14M
SPDW icon
14
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$13.6M 1.24%
464,337
+24,898
+6% +$727K
SPEM icon
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$13.4M 1.22%
372,565
+12,823
+4% +$468K
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$13.4M 1.22%
433,141
+38,761
+10% +$1.2M
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$668B
$9.26M 0.84%
55,084
-1,702
-3% -$286K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$229B
$9.09M 0.83%
221,974
+31,660
+17% +$1.3M
EMB icon
19
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$8.49M 0.77%
76,901
+5,003
+7% +$562K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$43.6B
$8.13M 0.74%
619,992
+53,040
+9% +$697K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$6.44M 0.59%
151,611
+6,983
+5% +$304K
VOO icon
22
Vanguard S&P 500 ETF
VOO
$989B
$6.35M 0.58%
20,802
+7,897
+61% +$2.41M
SCHE icon
23
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$5.1M 0.46%
193,502
+17,409
+10% +$465K
SCHF icon
24
Schwab International Equity ETF
SCHF
$66.5B
$4.93M 0.45%
312,600
+32,726
+12% +$514K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$895B
$4.45M 0.41%
13,349
+7,192
+117% +$2.39M
1
2 3

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