SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
Cap. Flow
-$89.8M
Cap. Flow %
-3.38%
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.8M
2
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$6.08M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
$2.96M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$49.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$20.7M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
$6.46M

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
$429M 16.12%
3,609,131
-12,651
-0.3% -$1.5M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$272M 10.21%
2,800,508
+20,241
+0.7% +$1.96M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$214M 8.05%
2,000,749
-4,763
-0.2% -$509K
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$168M 6.31%
3,712,452
+134,540
+4% +$6.08M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$144M 5.4%
4,270,583
+57,650
+1% +$1.94M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.82B
$114M 4.27%
2,040,813
-5,682
-0.3% -$316K
VXF icon
7
Vanguard Extended Market ETF
VXF
$23.9B
$108M 4.07%
641,544
+6,498
+1% +$1.1M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$103M 3.87%
3,147,510
+31,562
+1% +$1.03M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$89.6M 3.37%
1,237,169
-88,110
-7% -$6.38M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$83.4M 3.14%
782,377
+3,101
+0.4% +$331K
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$79.2M 2.98%
5,640,243
+191,637
+4% +$2.69M
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$72.5M 2.73%
1,998,720
+60,860
+3% +$2.21M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$70M 2.63%
1,313,149
+2,633
+0.2% +$140K
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$57.6M 2.17%
652,036
+14,854
+2% +$1.31M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$662B
$56.6M 2.13%
103,459
-37,863
-27% -$20.7M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$726B
$34.9M 1.31%
69,860
-3,772
-5% -$1.89M
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
$33.3M 1.25%
677,072
-215,135
-24% -$10.6M
SPLG icon
18
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$31.5M 1.18%
491,445
-770,332
-61% -$49.3M
USXF icon
19
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$28.2M 1.06%
604,534
+46,773
+8% +$2.18M
SPTM icon
20
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$24.7M 0.93%
409,157
-34,505
-8% -$2.08M
EAGG icon
21
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$24.2M 0.91%
519,067
+63,436
+14% +$2.96M
USSG icon
22
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$19M 0.71%
371,488
+32,465
+10% +$1.66M
EUSB icon
23
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$19M 0.71%
446,030
+51,681
+13% +$2.2M
SPDW icon
24
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$16.9M 0.63%
496,712
+7,766
+2% +$264K
SPAB icon
25
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$14.9M 0.56%
568,341
-208,680
-27% -$5.48M
1
2 3 4 5