SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.57%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.14B
AUM Growth
+$2.14B
Cap. Flow
+$105M
Cap. Flow %
4.89%
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$10.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.18M

Top Sells

1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$6.15M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$1.74M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$493K
4
IXN icon
iShares Global Tech ETF
IXN
$348K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$286K

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
$369M 17.23%
3,469,106
+100,772
+3% +$10.7M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$241M 11.29%
2,121,720
+94,002
+5% +$10.7M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$178M 8.3%
1,866,021
+66,473
+4% +$6.32M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$145M 6.79%
2,745,634
+150,170
+6% +$7.95M
VXF icon
5
Vanguard Extended Market ETF
VXF
$23.9B
$145M 6.79%
793,779
+33,286
+4% +$6.09M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$119M 5.57%
3,376,665
+175,243
+5% +$6.18M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$106M 4.97%
2,875,605
+161,122
+6% +$5.96M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$91.9M 4.29%
1,973,216
+71,073
+4% +$3.31M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$76.6M 3.58%
1,922,091
+85,127
+5% +$3.39M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$76.1M 3.56%
1,305,067
+77,671
+6% +$4.53M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$150B
$66.1M 3.09%
903,554
+33,667
+4% +$2.46M
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$64.1M 3%
2,439,259
+133,682
+6% +$3.51M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$48M 2.24%
419,181
+19,656
+5% +$2.25M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$39.5M 1.85%
739,575
-5,343
-0.7% -$286K
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$23.7M 1.11%
686,443
+19,611
+3% +$676K
SPEM icon
16
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$23.3M 1.09%
606,373
+43,376
+8% +$1.67M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$726B
$23M 1.08%
53,703
+5,562
+12% +$2.38M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$171B
$20.5M 0.96%
411,338
+48,217
+13% +$2.41M
SPAB icon
19
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$19.3M 0.9%
674,204
+17,976
+3% +$515K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$662B
$18.2M 0.85%
52,367
+13,273
+34% +$4.62M
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$14.2M 0.66%
136,623
+5,687
+4% +$590K
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$68.3B
$13M 0.61%
232,739
+24,012
+12% +$1.34M
SCHB icon
23
Schwab US Broad Market ETF
SCHB
$36.2B
$12.9M 0.61%
121,988
-1,852
-1% -$197K
ESGU icon
24
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$12.5M 0.59%
118,731
+20,892
+21% +$2.2M
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$526B
$11.7M 0.55%
52,184
-2,188
-4% -$493K
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