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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
+0.99%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.66B
AUM Growth
-$65.4M
Cap. Flow
-$87M
Cap. Flow %
-3.27%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.27M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.05M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.66M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.17M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.94M

Top Sells

1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$47.4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.7M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$10.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.48M

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
$429M 16.12%
3,609,131
-12,651
-0.3% -$1.45M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$272M 10.21%
2,800,508
+20,241
+0.7% +$1.95M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$214M 8.05%
2,000,749
-4,763
-0.2% -$491K
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$168M 6.31%
3,712,452
+134,540
+4% +$6.05M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$144M 5.4%
4,270,583
+57,650
+1% +$1.96M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.57B
$114M 4.27%
2,040,813
-5,682
-0.3% -$305K
VXF icon
7
Vanguard Extended Market ETF
VXF
$30.8B
$108M 4.07%
641,544
+6,498
+1% +$1.1M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$103M 3.87%
3,147,510
+31,562
+1% +$1.01M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$188B
$89.6M 3.37%
1,237,169
-88,110
-7% -$6.48M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$110B
$83.4M 3.14%
782,377
+3,101
+0.4% +$332K
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$79.2M 2.98%
5,640,243
+191,637
+4% +$2.71M
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$72.5M 2.73%
1,998,720
+60,860
+3% +$2.2M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$70M 2.63%
1,313,149
+2,633
+0.2% +$139K
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$57.6M 2.17%
652,036
+14,854
+2% +$1.32M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$895B
$56.6M 2.13%
103,459
-37,863
-27% -$19.9M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$989B
$34.9M 1.31%
69,860
-3,772
-5% -$1.82M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$229B
$33.3M 1.25%
677,072
-215,135
-24% -$10.7M
SPYM
18
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$31.5M 1.18%
491,445
-770,332
-61% -$47.4M
USXF icon
19
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
$28.2M 1.06%
604,534
+46,773
+8% +$2.09M
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$24.7M 0.93%
409,157
-34,505
-8% -$2.21M
EAGG icon
21
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$24.2M 0.91%
519,067
+63,436
+14% +$2.94M
USSG icon
22
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$573M
$19M 0.71%
371,488
+32,465
+10% +$1.59M
EUSB icon
23
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
$19M 0.71%
446,030
+51,681
+13% +$2.18M
SPDW icon
24
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$16.9M 0.63%
496,712
+7,766
+2% +$276K
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$14.9M 0.56%
568,341
-208,680
-27% -$5.2M
1
2 3 4 5

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ACH
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AIM
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