SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+8.83%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
Cap. Flow
-$63.1M
Cap. Flow %
-2.4%
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2

Top Buys

1
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$6.33M
2
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$6.23M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$4.56M
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
$2.7M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$33.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$13.2M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
$7.29M

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
$381M 14.48%
3,623,628
-918
-0% -$96.6K
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$272M 10.33%
2,744,117
+23,218
+0.9% +$2.3M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$187M 7.09%
1,991,576
-99
-0% -$9.29K
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$155M 5.87%
3,356,451
+26,557
+0.8% +$1.22M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$135M 5.11%
4,119,057
+35,096
+0.9% +$1.15M
VXF icon
6
Vanguard Extended Market ETF
VXF
$23.9B
$104M 3.94%
631,432
+2,784
+0.4% +$458K
SPLG icon
7
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$98.7M 3.75%
1,765,062
-598,558
-25% -$33.5M
LRGF icon
8
iShares US Equity Factor ETF
LRGF
$2.82B
$98.1M 3.72%
2,030,640
+3,924
+0.2% +$189K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$96.1M 3.65%
1,367,961
-38,923
-3% -$2.73M
GEM icon
10
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$92.1M 3.5%
3,000,482
+32,532
+1% +$998K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$86.9M 3.3%
802,575
+24,865
+3% +$2.69M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$662B
$77.5M 2.94%
162,278
-27,678
-15% -$13.2M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$68.2M 2.59%
1,352,967
-9,860
-0.7% -$497K
USHY icon
14
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$67.7M 2.57%
1,862,478
+27,862
+2% +$1.01M
PDBC icon
15
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$65.6M 2.49%
4,929,346
+189,884
+4% +$2.53M
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$54.7M 2.08%
616,419
+10,355
+2% +$919K
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$49M 1.86%
1,026,248
-178,240
-15% -$8.51M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$726B
$36.9M 1.4%
84,411
-3,092
-4% -$1.35M
SPTM icon
19
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$26.9M 1.02%
480,995
-37,355
-7% -$2.09M
SPAB icon
20
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$23.8M 0.9%
943,121
-265,908
-22% -$6.71M
USXF icon
21
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$20.2M 0.77%
507,400
+67,714
+15% +$2.7M
VONE icon
22
Vanguard Russell 1000 ETF
VONE
$6.65B
$20.1M 0.76%
92,789
-33,611
-27% -$7.29M
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$20M 0.76%
487,915
-64,771
-12% -$2.66M
VTEB icon
24
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$19.8M 0.75%
387,900
-17,006
-4% -$868K
EAGG icon
25
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$18.7M 0.71%
392,689
+54,690
+16% +$2.61M
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