SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-6.54%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.08B
AUM Growth
+$2.08B
Cap. Flow
+$56M
Cap. Flow %
2.69%
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
$10.3M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$7.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$5.26M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$5.11M

Top Sells

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$10.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.63M
3
TIP icon
iShares TIPS Bond ETF
TIP
$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
$3M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.7M

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
$354M 17.02%
3,515,420
+46,314
+1% +$4.67M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$232M 11.15%
2,164,556
+42,836
+2% +$4.6M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$170M 8.17%
1,911,171
+45,150
+2% +$4.02M
VXF icon
4
Vanguard Extended Market ETF
VXF
$23.9B
$142M 6.82%
856,022
+62,243
+8% +$10.3M
IUSB icon
5
iShares Core Total USD Bond Market ETF
IUSB
$34B
$140M 6.72%
2,849,654
+104,020
+4% +$5.11M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$113M 5.44%
3,462,258
+85,593
+3% +$2.8M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$101M 4.83%
2,967,916
+92,311
+3% +$3.13M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$88.9M 4.27%
1,999,387
+26,171
+1% +$1.16M
HYLB icon
9
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$74.2M 3.56%
1,966,073
+43,982
+2% +$1.66M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$73.8M 3.55%
1,348,033
+42,966
+3% +$2.35M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$150B
$63.4M 3.05%
917,113
+13,559
+2% +$938K
PCY icon
12
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$60.4M 2.9%
2,672,065
+232,806
+10% +$5.26M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$46.9M 2.25%
429,148
+9,967
+2% +$1.09M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$37.8M 1.81%
690,291
-49,284
-7% -$2.7M
VOO icon
15
Vanguard S&P 500 ETF
VOO
$726B
$23.9M 1.15%
55,238
+1,535
+3% +$665K
SPDW icon
16
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$22.3M 1.07%
651,290
-35,153
-5% -$1.2M
SPEM icon
17
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$22M 1.06%
559,971
-46,402
-8% -$1.83M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$171B
$21.8M 1.05%
449,824
+38,486
+9% +$1.87M
SPAB icon
19
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$18.4M 0.89%
654,585
-19,619
-3% -$552K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$662B
$18.1M 0.87%
50,098
-2,269
-4% -$818K
ESGU icon
21
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$13.7M 0.66%
138,702
+19,971
+17% +$1.98M
SCHB icon
22
Schwab US Broad Market ETF
SCHB
$36.2B
$13.6M 0.65%
255,091
+133,103
+109% +$7.09M
EMB icon
23
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$13.4M 0.64%
134,689
-1,934
-1% -$192K
BNDX icon
24
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.5M 0.6%
232,559
-180
-0.1% -$9.7K
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$12.2M 0.59%
261,538
+25,015
+11% +$1.17M
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