SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+4.92%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$1.89B
Cap. Flow
+$197M
Cap. Flow %
10.43%
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
$23.3M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.8M
3
VXF icon
Vanguard Extended Market ETF
VXF
$19.8M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$16.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.8M

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
$1.64M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$650K
4
IXN icon
iShares Global Tech ETF
IXN
$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
$545K

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
$305M 16.14%
3,090,775
+235,928
+8% +$23.3M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$240M 12.67%
2,078,094
+188,663
+10% +$21.8M
VXF icon
3
Vanguard Extended Market ETF
VXF
$23.9B
$208M 10.98%
1,101,484
+105,090
+11% +$19.8M
GSLC icon
4
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$192M 10.13%
2,227,252
+183,898
+9% +$15.8M
IUSB icon
5
iShares Core Total USD Bond Market ETF
IUSB
$34B
$133M 7.03%
2,485,931
+254,401
+11% +$13.6M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$90.3M 4.77%
2,212,030
+217,217
+11% +$8.86M
GSIE icon
7
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$79.5M 4.2%
2,275,952
+201,396
+10% +$7.03M
HYLB icon
8
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$61.6M 3.26%
1,527,483
+420,207
+38% +$16.9M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$61.1M 3.23%
912,765
+75,820
+9% +$5.08M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$150B
$60.8M 3.22%
812,179
+64,294
+9% +$4.81M
PCY icon
11
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$58.6M 3.1%
2,122,701
+196,983
+10% +$5.44M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$40.5M 2.14%
358,631
+6,029
+2% +$681K
SPTM icon
13
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$37M 1.96%
698,147
+78,641
+13% +$4.17M
SPEM icon
14
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$22.9M 1.21%
503,545
+71,782
+17% +$3.27M
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$22.9M 1.21%
621,504
+73,167
+13% +$2.69M
SPAB icon
16
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$18.1M 0.96%
602,060
+84,843
+16% +$2.55M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$17.2M 0.91%
335,061
+34,296
+11% +$1.76M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$16.6M 0.88%
42,151
+6,417
+18% +$2.53M
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$36.2B
$13.3M 0.7%
128,089
+7,640
+6% +$791K
EMB icon
20
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$13.1M 0.69%
116,170
+16,064
+16% +$1.81M
VTI icon
21
Vanguard Total Stock Market ETF
VTI
$526B
$12.5M 0.66%
56,874
-2,251
-4% -$493K
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$68.3B
$10.6M 0.56%
186,376
+18,816
+11% +$1.07M
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$10.4M 0.55%
192,180
+13,652
+8% +$736K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$662B
$9.79M 0.52%
22,762
+3,571
+19% +$1.54M
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$38.5B
$9.17M 0.49%
111,635
+11,710
+12% +$962K
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