SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
Cap. Flow
-$42.9M
Cap. Flow %
-1.56%
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$19.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$10.7M
3
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M

Top Sells

1
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$17.6M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$9.02M

Sector Composition

1 Technology 0.01%
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
$438M 15.91% 3,500,614 -108,517 -3% -$13.6M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$295M 10.7% 2,906,134 +105,626 +4% +$10.7M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$212M 7.7% 1,883,261 -117,488 -6% -$13.2M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$186M 6.75% 3,936,457 +224,005 +6% +$10.6M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$156M 5.66% 4,299,204 +28,621 +0.7% +$1.04M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.82B
$116M 4.2% 1,976,092 -64,721 -3% -$3.79M
VXF icon
7
Vanguard Extended Market ETF
VXF
$23.9B
$115M 4.18% 633,786 -7,758 -1% -$1.41M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$115M 4.16% 3,218,718 +71,208 +2% +$2.54M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$92.7M 3.37% 1,190,105 -47,064 -4% -$3.67M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$82.2M 2.98% 705,027 -77,350 -10% -$9.02M
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$80.7M 2.93% 2,141,966 +143,246 +7% +$5.4M
PDBC icon
12
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$80.7M 2.93% 5,993,061 +352,818 +6% +$4.75M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$74.1M 2.69% 1,279,338 -33,811 -3% -$1.96M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$64.1M 2.33% 688,779 +36,743 +6% +$3.42M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$662B
$41.8M 1.52% 72,865 -30,594 -30% -$17.6M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$726B
$35.1M 1.27% 66,821 -3,039 -4% -$1.6M
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$30.6M 1.11% 623,487 +18,953 +3% +$929K
EAGG icon
18
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$28.3M 1.03% 581,692 +62,625 +12% +$3.05M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$171B
$28.2M 1.02% 537,618 -139,454 -21% -$7.31M
USSG icon
20
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$25.1M 0.91% 471,565 +100,077 +27% +$5.32M
SPTM icon
21
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$24.2M 0.88% 392,389 -16,768 -4% -$1.03M
EUSB icon
22
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$22.4M 0.81% 505,598 +59,568 +13% +$2.64M
VO icon
23
Vanguard Mid-Cap ETF
VO
$87.5B
$21M 0.76% 79,724 +75,133 +1,637% +$19.8M
SPDW icon
24
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$18M 0.65% 515,696 +18,984 +4% +$664K
DMXF icon
25
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
$14.7M 0.53% 203,782 +20,058 +11% +$1.45M
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