SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-12.5%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.93B
AUM Growth
+$1.93B
Cap. Flow
+$59.9M
Cap. Flow %
3.1%
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6

Top Buys

1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$57.3M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$54.2M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$25.2M

Top Sells

1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$66M
2
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$55.6M
3
VXF icon
Vanguard Extended Market ETF
VXF
$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
$7.59M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.85M

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
$321M 16.63%
3,832,791
+317,371
+9% +$26.6M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$225M 11.65%
2,203,524
+38,968
+2% +$3.98M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$143M 7.42%
1,910,508
-663
-0% -$49.7K
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$127M 6.59%
2,744,869
-104,785
-4% -$4.85M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$101M 5.23%
3,637,323
+175,065
+5% +$4.86M
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$95.2M 4.93%
3,200,998
+233,082
+8% +$6.93M
VXF icon
7
Vanguard Extended Market ETF
VXF
$23.9B
$80.6M 4.18%
605,910
-250,112
-29% -$33.3M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$75.1M 3.89%
1,982,287
-17,100
-0.9% -$648K
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$70.8M 3.67%
1,417,117
+69,084
+5% +$3.45M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$66.3M 3.44%
717,055
+287,907
+67% +$26.6M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$65.9M 3.41%
760,428
+625,739
+465% +$54.2M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$150B
$59.3M 3.07%
963,929
+46,816
+5% +$2.88M
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$57.3M 2.97%
+1,654,805
New +$57.3M
SPTM icon
14
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$36.3M 1.88%
676,456
-13,835
-2% -$741K
PDBC icon
15
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$25.2M 1.31%
+1,397,115
New +$25.2M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$726B
$24.8M 1.28%
58,814
+3,576
+6% +$1.51M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$22.4M 1.16%
476,826
+27,002
+6% +$1.27M
SPEM icon
18
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$21.7M 1.12%
554,284
-5,687
-1% -$223K
SPDW icon
19
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$21.6M 1.12%
643,913
-7,377
-1% -$248K
IVV icon
20
iShares Core S&P 500 ETF
IVV
$662B
$20.8M 1.08%
59,766
+9,668
+19% +$3.36M
SPAB icon
21
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$17.6M 0.91%
628,690
-25,895
-4% -$727K
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$15.3M 0.79%
136,110
-2,592
-2% -$291K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.7M 0.66%
234,221
+1,662
+0.7% +$89.9K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$12.7M 0.66%
283,520
+21,982
+8% +$982K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$36.2B
$12.4M 0.64%
234,888
-20,203
-8% -$1.07M
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