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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
+3.38%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.58B
AUM Growth
+$765M
Cap. Flow
+$719M
Cap. Flow %
27.86%
Top 10 Hldgs %
59.8%
Holding
106
New
9
Increased
58
Reduced
37
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$343M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$119M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$74.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.4M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
+$3.17M
3
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.47M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$359M 13.9%
+3,704,935
New +$343M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$259M 10.03%
2,645,715
+81,266
+3% +$8.03M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$170M 6.58%
1,968,462
+17,485
+0.9% +$1.45M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$146M 5.65%
3,218,314
+83,879
+3% +$3.84M
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$124M 4.81%
+2,406,663
New +$119M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$121M 4.71%
3,921,493
+17,792
+0.5% +$558K
VXF icon
7
Vanguard Extended Market ETF
VXF
$30.8B
$94.4M 3.66%
638,768
+7,584
+1% +$1.06M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$895B
$93.2M 3.61%
+211,662
New +$89.2M
LRGF icon
9
iShares US Equity Factor ETF
LRGF
$3.57B
$90.5M 3.51%
2,054,665
+26,489
+1% +$1.12M
GEM icon
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$86M 3.33%
2,891,433
+29,679
+1% +$885K
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$188B
$79.5M 3.08%
1,189,007
-32,987
-3% -$2.24M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$110B
$78.4M 3.04%
+787,087
New +$74.9M
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$72.8M 2.82%
849,960
+26,591
+3% +$2.27M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$67.4M 2.61%
1,387,386
+220
+0% +$10.7K
USHY icon
15
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$62.3M 2.42%
1,774,680
+69,641
+4% +$2.44M
PDBC icon
16
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$61.6M 2.39%
4,565,151
+191,859
+4% +$2.67M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$229B
$57.6M 2.23%
1,256,401
-2,428
-0.2% -$112K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$989B
$36.9M 1.43%
+91,678
New +$35.4M
SPAB icon
19
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$34.5M 1.34%
1,288,951
-119,712
-8% -$3.06M
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$30.2M 1.17%
+549,427
New +$28.3M
VONE icon
21
Vanguard Russell 1000 ETF
VONE
$8.36B
$27.4M 1.06%
137,235
-16,625
-11% -$3.17M
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$23.4M 0.91%
565,095
-5,838
-1% -$235K
MUB icon
23
iShares National Muni Bond ETF
MUB
$45.6B
$23.1M 0.89%
215,991
-50,191
-19% -$5.36M
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$22.8M 0.88%
454,463
+43,930
+11% +$2.21M
SPDW icon
25
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$18.6M 0.72%
570,149
-28,480
-5% -$930K
1
2 3 4 5

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