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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
-3.41%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.49B
AUM Growth
-$84.5M
Cap. Flow
-$13.5M
Cap. Flow %
-0.54%
Top 10 Hldgs %
60.35%
Holding
112
New
7
Increased
38
Reduced
63
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.6M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.24M
3
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$6.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.56M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.06M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$20.8M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.71M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.9M
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 Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$341M 13.68%
3,624,546
-80,389
-2% -$7.9M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$256M 10.26%
2,720,899
+75,184
+3% +$7.24M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$168M 6.72%
1,991,675
+23,213
+1% +$2.03M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$146M 5.83%
3,329,894
+111,580
+3% +$4.99M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$123M 4.92%
4,083,961
+162,468
+4% +$5.06M
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$119M 4.76%
2,363,620
-43,043
-2% -$2.25M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$188B
$90.6M 3.63%
1,406,884
+217,877
+18% +$14.6M
VXF icon
8
Vanguard Extended Market ETF
VXF
$30.8B
$90.1M 3.61%
628,648
-10,120
-2% -$1.52M
LRGF icon
9
iShares US Equity Factor ETF
LRGF
$3.57B
$87.8M 3.52%
2,026,716
-27,949
-1% -$1.25M
GEM icon
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$85.1M 3.41%
2,967,950
+76,517
+3% +$2.29M
IVV icon
11
iShares Core S&P 500 ETF
IVV
$895B
$81.6M 3.27%
189,956
-21,706
-10% -$9.71M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$110B
$73.4M 2.94%
777,710
-9,377
-1% -$937K
PDBC icon
13
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$70.9M 2.84%
4,739,462
+174,311
+4% +$2.55M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$65M 2.6%
1,362,827
-24,559
-2% -$1.22M
USHY icon
15
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$63.7M 2.55%
1,834,616
+59,936
+3% +$2.11M
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$229B
$52.7M 2.11%
1,204,488
-51,913
-4% -$2.38M
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$50M 2%
606,064
-243,896
-29% -$20.8M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$989B
$34.4M 1.38%
87,503
-4,175
-5% -$1.71M
SPAB icon
19
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$29.4M 1.18%
1,209,029
-79,922
-6% -$1.99M
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$28.4M 1.14%
518,350
-31,077
-6% -$1.7M
VONE icon
21
Vanguard Russell 1000 ETF
VONE
$8.36B
$24.6M 0.99%
126,400
-10,835
-8% -$2.19M
MUB icon
22
iShares National Muni Bond ETF
MUB
$45.6B
$22.2M 0.89%
216,968
+977
+0.5% +$103K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$21.7M 0.87%
552,686
-12,409
-2% -$507K
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$19.5M 0.78%
404,906
-49,557
-11% -$2.45M
SPDW icon
25
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$17.4M 0.7%
542,876
-27,273
-5% -$881K
1
2 3 4 5

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AIM
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