SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.79%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.99B
AUM Growth
+$1.99B
Cap. Flow
+$137M
Cap. Flow %
6.86%
Top 10 Hldgs %
72%
Holding
83
New
2
Increased
56
Reduced
22
Closed
3

Top Buys

1
LRGF icon
iShares US Equity Factor ETF
LRGF
$80.2M
2
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$31.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$18.6M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$62.2M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$36.8M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$3.73M

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
$331M 16.62%
3,368,334
+277,559
+9% +$27.3M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$233M 11.68%
2,027,718
-50,376
-2% -$5.78M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$155M 7.76%
1,799,548
-427,704
-19% -$36.8M
VXF icon
4
Vanguard Extended Market ETF
VXF
$23.9B
$139M 6.96%
760,493
-340,991
-31% -$62.2M
IUSB icon
5
iShares Core Total USD Bond Market ETF
IUSB
$34B
$138M 6.93%
2,595,464
+109,533
+4% +$5.83M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$109M 5.49%
3,201,422
+925,470
+41% +$31.6M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$101M 5.05%
2,714,483
+502,453
+23% +$18.6M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$80.2M 4.02%
+1,902,143
New +$80.2M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$75.8M 3.8%
1,227,396
+314,631
+34% +$19.4M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$73.6M 3.69%
1,836,964
+309,481
+20% +$12.4M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$150B
$64.6M 3.24%
869,887
+57,708
+7% +$4.28M
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$61.5M 3.08%
2,305,577
+182,876
+9% +$4.88M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$43.6M 2.19%
399,525
+40,894
+11% +$4.47M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$39.5M 1.98%
744,918
+46,771
+7% +$2.48M
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$24.1M 1.21%
666,832
+45,328
+7% +$1.64M
SPEM icon
16
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$23.9M 1.2%
562,997
+59,452
+12% +$2.53M
SPAB icon
17
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$19.6M 0.98%
656,228
+54,168
+9% +$1.62M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$19M 0.95%
48,141
+5,990
+14% +$2.36M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$171B
$18.3M 0.92%
363,121
+28,060
+8% +$1.41M
IVV icon
20
iShares Core S&P 500 ETF
IVV
$662B
$16.8M 0.84%
39,094
+16,332
+72% +$7.04M
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$14.4M 0.72%
130,936
+14,766
+13% +$1.63M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$36.2B
$12.8M 0.64%
123,840
-4,249
-3% -$438K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$68.3B
$11.9M 0.6%
208,727
+22,351
+12% +$1.27M
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$526B
$11.9M 0.6%
54,372
-2,502
-4% -$546K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$38.5B
$10.3M 0.51%
125,182
+13,547
+12% +$1.11M
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