SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+2.8%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.63B
Cap. Flow
+$206M
Cap. Flow %
12.65%
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6

Top Buys

1
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$117M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$23.2M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$10.2M

Top Sells

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$23.2M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.6M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$1.37M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$261M 16.07% 2,854,847 +253,486 +10% +$23.2M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$215M 13.22% 1,889,431 -189,912 -9% -$21.6M
VXF icon
3
Vanguard Extended Market ETF
VXF
$23.9B
$176M 10.84% 996,394 -777 -0.1% -$137K
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$162M 9.94% 2,043,354 +239,876 +13% +$19M
IUSB icon
5
iShares Core Total USD Bond Market ETF
IUSB
$34B
$118M 7.24% 2,231,530 +2,216,810 +15,060% +$117M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$78.8M 4.84% 1,994,813 +203,813 +11% +$8.05M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$68.5M 4.21% 2,074,556 +226,683 +12% +$7.49M
HYLB icon
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$55.4M 3.4% 1,107,276 +203,488 +23% +$10.2M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$53.9M 3.31% 747,885 +79,540 +12% +$5.73M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$53.9M 3.31% 836,945 +83,699 +11% +$5.39M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$51.6M 3.17% 1,925,718 +403,993 +27% +$10.8M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$38.3M 2.35% 352,602 -6,983 -2% -$758K
SPTM icon
13
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$30.5M 1.87% 619,506 +70,236 +13% +$3.45M
SPDW icon
14
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$19.4M 1.19% 548,337 +69,352 +14% +$2.45M
SPEM icon
15
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$18.9M 1.16% 431,763 +47,065 +12% +$2.06M
SPAB icon
16
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$15.3M 0.94% 517,217 +54,551 +12% +$1.62M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$14.7M 0.9% 300,765 +36,427 +14% +$1.78M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$13M 0.8% 35,734 +6,603 +23% +$2.41M
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$526B
$12.1M 0.74% 59,125 +2,793 +5% +$569K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$36.2B
$11.6M 0.71% 120,449 +5,759 +5% +$553K
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$10.9M 0.67% 100,106 +15,598 +18% +$1.7M
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$68.3B
$9.57M 0.59% 167,560 +36,261 +28% +$2.07M
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$9.23M 0.57% 178,528 +12,817 +8% +$663K
BSV icon
24
Vanguard Short-Term Bond ETF
BSV
$38.5B
$8.21M 0.5% 99,925 +21,262 +27% +$1.75M
IVV icon
25
iShares Core S&P 500 ETF
IVV
$662B
$7.63M 0.47% 19,191 +2,830 +17% +$1.13M
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