SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+3.38%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.58B
Cap. Flow
+$751M
Cap. Flow %
29.1%
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
$359M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$124M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$36.9M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
$5.36M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$3.31M
3
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
$1.64M

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
$359M 13.9% +3,704,935 New +$359M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$259M 10.03% 2,645,715 +81,266 +3% +$7.95M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$170M 6.58% 1,968,462 +17,485 +0.9% +$1.51M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$146M 5.65% 3,218,314 +83,879 +3% +$3.8M
SPLG icon
5
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$124M 4.81% +2,406,663 New +$124M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$121M 4.71% 3,921,493 +17,792 +0.5% +$551K
VXF icon
7
Vanguard Extended Market ETF
VXF
$23.9B
$94.4M 3.66% 638,768 +7,584 +1% +$1.12M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$662B
$93.2M 3.61% +211,662 New +$93.2M
LRGF icon
9
iShares US Equity Factor ETF
LRGF
$2.82B
$90.5M 3.51% 2,054,665 +26,489 +1% +$1.17M
GEM icon
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$86M 3.33% 2,891,433 +29,679 +1% +$882K
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$150B
$79.5M 3.08% 1,189,007 -32,987 -3% -$2.21M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$78.4M 3.04% +787,087 New +$78.4M
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$72.8M 2.82% 849,960 +26,591 +3% +$2.28M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$67.4M 2.61% 1,387,386 +220 +0% +$10.7K
USHY icon
15
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$62.3M 2.42% 1,774,680 +69,641 +4% +$2.45M
PDBC icon
16
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$61.6M 2.39% 4,565,151 +191,859 +4% +$2.59M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$57.6M 2.23% 1,256,401 -2,428 -0.2% -$111K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$36.9M 1.43% +91,678 New +$36.9M
SPAB icon
19
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$34.5M 1.34% 1,288,951 -119,712 -8% -$3.2M
SPTM icon
20
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$30.2M 1.17% +549,427 New +$30.2M
VONE icon
21
Vanguard Russell 1000 ETF
VONE
$6.65B
$27.4M 1.06% 137,235 -16,625 -11% -$3.31M
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$23.4M 0.91% 565,095 -5,838 -1% -$241K
MUB icon
23
iShares National Muni Bond ETF
MUB
$38.6B
$23.1M 0.89% 215,991 -50,191 -19% -$5.36M
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$22.8M 0.88% 454,463 +43,930 +11% +$2.2M
SPDW icon
25
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$18.6M 0.72% 570,149 -28,480 -5% -$930K
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