SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+6.02%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
Cap. Flow
+$28.2M
Cap. Flow %
1.4%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.01M
2
VXF icon
Vanguard Extended Market ETF
VXF
$6.33M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$2.96M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$11.7M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
$7.95M
3
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
$2.82M

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
$316M 15.66%
3,677,355
+81,639
+2% +$7.01M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$229M 11.38%
2,348,296
+30,267
+1% +$2.96M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$147M 7.31%
1,933,267
+32,299
+2% +$2.46M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$133M 6.61%
3,013,742
+111,318
+4% +$4.92M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$113M 5.6%
3,921,520
+9,971
+0.3% +$287K
VXF icon
6
Vanguard Extended Market ETF
VXF
$23.9B
$85M 4.22%
631,716
+47,047
+8% +$6.33M
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$81.1M 4.02%
2,863,727
+58,742
+2% +$1.66M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$78.4M 3.89%
2,010,406
+31,307
+2% +$1.22M
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$69.8M 3.47%
722,800
+6,629
+0.9% +$640K
EMB icon
10
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$69.2M 3.44%
810,686
+10,905
+1% +$931K
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$63.2M 3.13%
4,272,604
+395,524
+10% +$5.85M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$150B
$61.6M 3.06%
981,257
-10,016
-1% -$629K
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$58M 2.88%
1,678,659
+34,580
+2% +$1.19M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$55M 2.73%
1,168,313
+36,764
+3% +$1.73M
SPTM icon
15
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$34.3M 1.7%
625,399
-8,924
-1% -$490K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$662B
$28.8M 1.43%
75,086
-30,466
-29% -$11.7M
VOO icon
17
Vanguard S&P 500 ETF
VOO
$726B
$25.3M 1.26%
62,769
+1,842
+3% +$742K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$171B
$23.2M 1.15%
508,187
+16,110
+3% +$737K
SPDW icon
19
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$20.7M 1.03%
624,597
-43,610
-7% -$1.45M
SPEM icon
20
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$20.6M 1.02%
549,532
-11,563
-2% -$434K
SPAB icon
21
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$17.6M 0.87%
608,089
-6,630
-1% -$192K
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$16.3M 0.81%
125,316
-17,538
-12% -$2.29M
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$68.3B
$12.4M 0.61%
229,005
-2,869
-1% -$155K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$11.4M 0.56%
260,645
-1,652
-0.6% -$72.1K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$36.2B
$11.3M 0.56%
213,170
-3,270
-2% -$174K
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