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
$1.91B
AUM Growth
+$1.91B
Cap. Flow
+$48.1M
Cap. Flow %
2.52%
Top 10 Hldgs %
65.23%
Holding
98
New
3
Increased
52
Reduced
41
Closed
1

Top Buys

1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$40.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$11.4M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.1M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.83M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$20.2M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$13M
3
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
$2.77M

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
$306M 16.03%
3,595,716
-237,075
-6% -$20.2M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$225M 11.79%
2,318,029
+114,505
+5% +$11.1M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$137M 7.18%
1,900,968
-9,540
-0.5% -$687K
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$129M 6.75%
2,902,424
+157,555
+6% +$6.99M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$97.4M 5.1%
3,911,549
+274,226
+8% +$6.83M
VXF icon
6
Vanguard Extended Market ETF
VXF
$23.9B
$76.1M 3.99%
584,669
-21,241
-4% -$2.77M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$72.8M 3.82%
2,804,985
-396,013
-12% -$10.3M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$72.7M 3.81%
1,979,099
-3,188
-0.2% -$117K
EMB icon
9
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$65.1M 3.42%
799,781
+39,353
+5% +$3.21M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$64M 3.35%
716,171
-884
-0.1% -$79K
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$63.5M 3.33%
3,877,080
+2,479,965
+178% +$40.6M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$150B
$56.5M 2.96%
991,273
+27,344
+3% +$1.56M
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$55.6M 2.91%
1,644,079
-10,726
-0.6% -$363K
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$51.7M 2.71%
1,131,549
-285,568
-20% -$13M
SPTM icon
15
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$35.2M 1.84%
634,323
-42,133
-6% -$2.34M
IVV icon
16
iShares Core S&P 500 ETF
IVV
$662B
$26.2M 1.37%
105,552
+45,786
+77% +$11.4M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$726B
$25.4M 1.33%
60,927
+2,113
+4% +$881K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$171B
$22.4M 1.17%
492,077
+15,251
+3% +$694K
SPDW icon
19
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$21.4M 1.12%
668,207
+24,294
+4% +$778K
SPEM icon
20
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$21.1M 1.1%
561,095
+6,811
+1% +$256K
SPAB icon
21
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$17.4M 0.91%
614,719
-13,971
-2% -$395K
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$16.2M 0.85%
142,854
+6,744
+5% +$763K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.6M 0.66%
231,874
-2,347
-1% -$127K
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$36.2B
$12M 0.63%
216,440
-18,448
-8% -$1.02M
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$11.7M 0.61%
262,297
-21,223
-7% -$945K
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