SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-3.41%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.49B
AUM Growth
+$2.49B
Cap. Flow
-$12.2M
Cap. Flow %
-0.49%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
39
Reduced
62
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$14M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$7.07M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
$6.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$20.1M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$9.32M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$4.28M

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
$341M 13.68% 3,624,546 -80,389 -2% -$7.57M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$256M 10.26% 2,720,899 +75,184 +3% +$7.07M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$168M 6.72% 1,991,675 +23,213 +1% +$1.96M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$146M 5.83% 3,329,894 +111,580 +3% +$4.88M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$123M 4.92% 4,083,961 +162,468 +4% +$4.88M
SPLG icon
6
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$119M 4.76% 2,363,620 -43,043 -2% -$2.16M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$90.6M 3.63% 1,406,884 +217,877 +18% +$14M
VXF icon
8
Vanguard Extended Market ETF
VXF
$23.9B
$90.1M 3.61% 628,648 -10,120 -2% -$1.45M
LRGF icon
9
iShares US Equity Factor ETF
LRGF
$2.82B
$87.8M 3.52% 2,026,716 -27,949 -1% -$1.21M
GEM icon
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$85.1M 3.41% 2,967,950 +76,517 +3% +$2.19M
IVV icon
11
iShares Core S&P 500 ETF
IVV
$662B
$81.6M 3.27% 189,956 -21,706 -10% -$9.32M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$73.4M 2.94% 777,710 -9,377 -1% -$885K
PDBC icon
13
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$70.9M 2.84% 4,739,462 +174,311 +4% +$2.61M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$65M 2.6% 1,362,827 -24,559 -2% -$1.17M
USHY icon
15
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$63.7M 2.55% 1,834,616 +59,936 +3% +$2.08M
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$171B
$52.7M 2.11% 1,204,488 -51,913 -4% -$2.27M
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$50M 2% 606,064 -243,896 -29% -$20.1M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$34.4M 1.38% 87,503 -4,175 -5% -$1.64M
SPAB icon
19
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$29.4M 1.18% 1,209,029 -79,922 -6% -$1.95M
SPTM icon
20
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$28.4M 1.14% 518,350 -31,077 -6% -$1.7M
VONE icon
21
Vanguard Russell 1000 ETF
VONE
$6.65B
$24.6M 0.99% 126,400 -10,835 -8% -$2.11M
MUB icon
22
iShares National Muni Bond ETF
MUB
$38.6B
$22.2M 0.89% 216,968 +977 +0.5% +$100K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$21.7M 0.87% 552,686 -12,409 -2% -$487K
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$19.5M 0.78% 404,906 -49,557 -11% -$2.38M
SPDW icon
25
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$17.4M 0.7% 542,876 -27,273 -5% -$874K
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