SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+11.86%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$1.38B
Cap. Flow
+$147M
Cap. Flow %
10.67%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$48.6M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$6.81M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$5.18M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$469K
5
IYG icon
iShares US Financial Services ETF
IYG
$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$131B
$246M 17.8%
2,079,343
+410,783
+25% +$48.6M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$224M 16.24%
2,601,361
+158,026
+6% +$13.6M
VXF icon
3
Vanguard Extended Market ETF
VXF
$23.9B
$164M 11.89%
997,171
-31,440
-3% -$5.18M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$137M 9.88%
1,803,478
+163,746
+10% +$12.4M
GEM icon
5
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$68.4M 4.95%
1,791,000
+174,204
+11% +$6.65M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$58.9M 4.27%
1,847,873
+201,523
+12% +$6.43M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$46.7M 3.38%
753,246
+45,182
+6% +$2.8M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$150B
$46.2M 3.34%
668,345
+57,929
+9% +$4M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$45.3M 3.28%
903,788
+156,679
+21% +$7.85M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$43.9M 3.18%
1,521,725
+236,249
+18% +$6.81M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$33M 2.39%
359,585
+35,230
+11% +$3.24M
SPTM icon
12
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$25.3M 1.83%
549,270
+17,448
+3% +$804K
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$23.2M 1.68%
278,889
+45,093
+19% +$3.75M
SPEM icon
14
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$16.2M 1.17%
384,698
+12,133
+3% +$512K
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$16.2M 1.17%
478,985
+14,648
+3% +$494K
SPAB icon
16
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$14.2M 1.03%
462,666
+29,525
+7% +$909K
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$12.4M 0.9%
264,338
+42,364
+19% +$1.99M
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$526B
$10.8M 0.78%
56,332
+1,248
+2% +$240K
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$36.2B
$10.4M 0.75%
114,690
+11,358
+11% +$1.03M
VOO icon
20
Vanguard S&P 500 ETF
VOO
$726B
$10M 0.73%
29,131
+8,329
+40% +$2.86M
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$9.8M 0.71%
84,508
+7,607
+10% +$882K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$8.25M 0.6%
165,711
+14,100
+9% +$702K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$68.3B
$7.69M 0.56%
131,299
+57,785
+79% +$3.38M
SCHE icon
24
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$6.72M 0.49%
219,255
+25,753
+13% +$789K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$38.5B
$6.52M 0.47%
78,663
+34,846
+80% +$2.89M
1
2 3 4