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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+4.53%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$235M
Cap. Flow %
-12.97%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.4M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$28M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$26.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.4M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$20.5M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$69.8M
3
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$255M 14.08%
2,564,449
+216,153
+9% +$21.4M
GSLC icon
2
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$158M 8.73%
1,950,977
+17,710
+0.9% +$1.4M
IUSB icon
3
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$145M 7.97%
3,134,435
+120,693
+4% +$5.52M
GSIE icon
4
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$120M 6.63%
3,903,701
-17,819
-0.5% -$542K
VXF icon
5
Vanguard Extended Market ETF
VXF
$30.8B
$88.5M 4.88%
631,184
-532
-0.1% -$75.5K
GEM icon
6
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$85.2M 4.7%
2,861,754
-1,973
-0.1% -$58.9K
LRGF icon
7
iShares US Equity Factor ETF
LRGF
$3.57B
$84M 4.63%
2,028,176
+17,770
+0.9% +$723K
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$188B
$81.8M 4.51%
1,221,994
+240,737
+25% +$15.8M
EMB icon
9
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$70.9M 3.91%
823,369
+12,683
+2% +$1.09M
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$67.5M 3.72%
1,387,166
+218,853
+19% +$10.7M
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$62.2M 3.43%
4,373,292
+100,688
+2% +$1.45M
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$60.6M 3.34%
1,705,039
+26,380
+2% +$928K
VEA icon
13
Vanguard FTSE Developed Markets ETF
VEA
$229B
$57.1M 3.15%
1,258,829
+750,642
+148% +$33.4M
SPAB icon
14
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$38.2M 2.1%
1,408,663
+800,574
+132% +$20.5M
MUB icon
15
iShares National Muni Bond ETF
MUB
$45.6B
$28.7M 1.58%
266,182
+246,920
+1,282% +$26.4M
VONE icon
16
Vanguard Russell 1000 ETF
VONE
$8.36B
$28.7M 1.58%
+153,860
New +$28M
VWO icon
17
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$23.6M 1.3%
570,933
+310,288
+119% +$12.6M
VTEB icon
18
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$20.8M 1.15%
410,533
+294,060
+252% +$14.8M
SPDW icon
19
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$19.7M 1.09%
598,629
-25,968
-4% -$820K
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$19.3M 1.06%
532,080
-17,452
-3% -$600K
VTI icon
21
Vanguard Total Stock Market ETF
VTI
$668B
$12.5M 0.69%
56,423
+8,739
+18% +$1.75M
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$82.4B
$11.4M 0.63%
232,728
+3,723
+2% +$180K
SCHB icon
23
Schwab US Broad Market ETF
SCHB
$43.6B
$11.3M 0.62%
654,174
+14,664
+2% +$229K
USXF icon
24
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
$10.7M 0.59%
323,921
+75,710
+31% +$2.44M
EAGG icon
25
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$10.6M 0.59%
221,098
+73,470
+50% +$3.5M
1
2 3 4 5

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AIM
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