We are live on ! Find out more
SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-6.54%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.08B
AUM Growth
-$57.6M
Cap. Flow
+$66.4M
Cap. Flow %
3.19%
Top 10 Hldgs %
71.54%
Holding
89
New
7
Increased
54
Reduced
25
Closed
3

Top Buys

1
VXF icon
Vanguard Extended Market ETF
VXF
+$10.2M
2
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$7.53M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.35M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.54M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.3M

Top Sells

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.4M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$2.32M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.87M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.63M

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
$354M 17.02%
3,515,420
+46,314
+1% +$4.62M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$232M 11.15%
2,164,556
+42,836
+2% +$4.71M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$170M 8.17%
1,911,171
+45,150
+2% +$3.99M
VXF icon
4
Vanguard Extended Market ETF
VXF
$30.8B
$142M 6.82%
856,022
+62,243
+8% +$10.2M
IUSB icon
5
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$140M 6.72%
2,849,654
+104,020
+4% +$5.3M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$113M 5.44%
3,462,258
+85,593
+3% +$2.86M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$101M 4.83%
2,967,916
+92,311
+3% +$3.28M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$3.57B
$88.9M 4.27%
1,999,387
+26,171
+1% +$1.15M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$74.2M 3.56%
1,966,073
+43,982
+2% +$1.68M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$73.8M 3.55%
1,348,033
+42,966
+3% +$2.48M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$188B
$63.4M 3.05%
917,113
+13,559
+2% +$959K
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$60.4M 2.9%
2,672,065
+232,806
+10% +$5.54M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$110B
$46.9M 2.25%
429,148
+9,967
+2% +$1.08M
SPTM icon
14
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$37.8M 1.81%
690,291
-49,284
-7% -$2.7M
VOO icon
15
Vanguard S&P 500 ETF
VOO
$989B
$23.9M 1.15%
55,238
+1,535
+3% +$628K
SPDW icon
16
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$22.3M 1.07%
651,290
-35,153
-5% -$1.22M
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$22M 1.06%
559,971
-46,402
-8% -$1.87M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$229B
$21.8M 1.05%
449,824
+38,486
+9% +$1.87M
SPAB icon
19
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$18.4M 0.89%
654,585
-19,619
-3% -$561K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$895B
$18.1M 0.87%
50,098
-2,269
-4% -$1.01M
ESGU icon
21
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$13.7M 0.66%
138,702
+19,971
+17% +$2M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$43.6B
$13.6M 0.65%
765,273
+33,345
+5% +$585K
EMB icon
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$13.4M 0.64%
134,689
-1,934
-1% -$196K
BNDX icon
24
Vanguard Total International Bond ETF
BNDX
$82.4B
$12.5M 0.6%
232,559
-180
-0.1% -$9.66K
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$12.2M 0.59%
261,538
+25,015
+11% +$1.2M
1
2 3 4

Similar funds

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $3.79B AUM 28.32% 1-Year Est. Return