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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
+4.92%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.89B
AUM Growth
+$264M
Cap. Flow
+$183M
Cap. Flow %
9.67%
Top 10 Hldgs %
75.64%
Holding
85
New
10
Increased
67
Reduced
4
Closed
4

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$22.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.6M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$19.2M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$15.3M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$13.5M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.99M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.65M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$650K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$545K
5
IXN icon
iShares Global Tech ETF
IXN
+$539K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$305M 16.14%
3,090,775
+235,928
+8% +$22.7M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$240M 12.67%
2,078,094
+188,663
+10% +$21.6M
VXF icon
3
Vanguard Extended Market ETF
VXF
$30.8B
$208M 10.98%
1,101,484
+105,090
+11% +$19.2M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$192M 10.13%
2,227,252
+183,898
+9% +$15.3M
IUSB icon
5
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$133M 7.03%
2,485,931
+254,401
+11% +$13.5M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$90.3M 4.77%
2,212,030
+217,217
+11% +$8.78M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$79.5M 4.2%
2,275,952
+201,396
+10% +$7.01M
HYLB icon
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$61.6M 3.26%
1,527,483
+143,388
+10% +$5.74M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$61.1M 3.23%
912,765
+75,820
+9% +$5M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$188B
$60.8M 3.22%
812,179
+64,294
+9% +$4.85M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$58.6M 3.1%
2,122,701
+196,983
+10% +$5.41M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$110B
$40.5M 2.14%
358,631
+6,029
+2% +$672K
SPTM icon
13
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$37M 1.96%
698,147
+78,641
+13% +$4.07M
SPEM icon
14
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$22.9M 1.21%
503,545
+71,782
+17% +$3.21M
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$22.9M 1.21%
621,504
+73,167
+13% +$2.71M
SPAB icon
16
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$18.1M 0.96%
602,060
+84,843
+16% +$2.53M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$229B
$17.2M 0.91%
335,061
+34,296
+11% +$1.77M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$989B
$16.6M 0.88%
42,151
+6,417
+18% +$2.46M
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$43.6B
$13.3M 0.7%
768,534
+45,840
+6% +$776K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$13.1M 0.69%
116,170
+16,064
+16% +$1.79M
VTI icon
21
Vanguard Total Stock Market ETF
VTI
$668B
$12.5M 0.66%
56,874
-2,251
-4% -$489K
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$82.4B
$10.6M 0.56%
186,376
+18,816
+11% +$1.07M
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$10.4M 0.55%
192,180
+13,652
+8% +$727K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$895B
$9.79M 0.52%
22,762
+3,571
+19% +$1.5M
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.7B
$9.17M 0.49%
111,635
+11,710
+12% +$963K
1
2 3 4

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AIM
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