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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
-1.79%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.99B
AUM Growth
+$103M
Cap. Flow
+$141M
Cap. Flow %
7.09%
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
+$83.2M
2
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$32.8M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$19.5M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
+$63.6M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$38M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.84M
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 Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$331M 16.62%
3,368,334
+277,559
+9% +$28.1M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$233M 11.68%
2,027,718
-50,376
-2% -$5.84M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$155M 7.76%
1,799,548
-427,704
-19% -$38M
VXF icon
4
Vanguard Extended Market ETF
VXF
$30.8B
$139M 6.96%
760,493
-340,991
-31% -$63.6M
IUSB icon
5
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$138M 6.93%
2,595,464
+109,533
+4% +$5.88M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$109M 5.49%
3,201,422
+925,470
+41% +$32.8M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$101M 5.05%
2,714,483
+502,453
+23% +$19.5M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$3.57B
$80.2M 4.02%
+1,902,143
New +$83.2M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$75.8M 3.8%
1,227,396
+314,631
+34% +$20M
HYLB icon
10
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$73.6M 3.69%
1,836,964
+309,481
+20% +$12.4M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$188B
$64.6M 3.24%
869,887
+57,708
+7% +$4.39M
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$61.5M 3.08%
2,305,577
+182,876
+9% +$5.03M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$110B
$43.6M 2.19%
399,525
+40,894
+11% +$4.5M
SPTM icon
14
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$39.5M 1.98%
744,918
+46,771
+7% +$2.54M
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$24.1M 1.21%
666,832
+45,328
+7% +$1.68M
SPEM icon
16
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$23.9M 1.2%
562,997
+59,452
+12% +$2.58M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$19.6M 0.98%
656,228
+54,168
+9% +$1.63M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$989B
$19M 0.95%
48,141
+5,990
+14% +$2.43M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$229B
$18.3M 0.92%
363,121
+28,060
+8% +$1.46M
IVV icon
20
iShares Core S&P 500 ETF
IVV
$895B
$16.8M 0.84%
39,094
+16,332
+72% +$7.24M
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$14.4M 0.72%
130,936
+14,766
+13% +$1.66M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$43.6B
$12.8M 0.64%
743,040
-25,494
-3% -$453K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$82.4B
$11.9M 0.6%
208,727
+22,351
+12% +$1.29M
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$668B
$11.9M 0.6%
54,372
-2,502
-4% -$571K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.7B
$10.3M 0.51%
125,182
+13,547
+12% +$1.11M
1
2 3 4

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AIM
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