SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
Cap. Flow
+$81.3M
Cap. Flow %
2.94%
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$15.1M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$12.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$11.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$9.24M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$7.62M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$9.88M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
$7.31M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
$4.22M

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
$449M 16.25% 3,479,498 -21,116 -0.6% -$2.72M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$293M 10.6% 3,022,430 +116,296 +4% +$11.3M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$216M 7.81% 1,866,109 -17,152 -0.9% -$1.98M
IUSB icon
4
iShares Core Total USD Bond Market ETF
IUSB
$34B
$181M 6.55% 4,001,702 +65,245 +2% +$2.95M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
$151M 5.47% 4,527,786 +228,582 +5% +$7.62M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$2.82B
$120M 4.33% 1,973,566 -2,526 -0.1% -$153K
VXF icon
7
Vanguard Extended Market ETF
VXF
$23.9B
$116M 4.21% 611,608 -22,178 -3% -$4.22M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$105M 3.81% 3,291,658 +72,940 +2% +$2.33M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$150B
$86.8M 3.14% 1,238,180 +48,075 +4% +$3.37M
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
$84.1M 3.04% 6,503,133 +510,072 +9% +$6.6M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$81.2M 2.94% 706,015 +988 +0.1% +$114K
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$80.7M 2.92% 2,195,409 +53,443 +2% +$1.97M
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$68.4M 2.48% 1,311,960 +32,622 +3% +$1.7M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$63M 2.28% 707,297 +18,518 +3% +$1.65M
VOO icon
15
Vanguard S&P 500 ETF
VOO
$726B
$35.9M 1.3% 66,414 -407 -0.6% -$220K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$662B
$33.2M 1.2% 56,142 -16,723 -23% -$9.88M
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$32.4M 1.17% 649,148 +25,661 +4% +$1.28M
EAGG icon
18
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.09B
$29.2M 1.06% 627,970 +46,278 +8% +$2.15M
VO icon
19
Vanguard Mid-Cap ETF
VO
$87.5B
$27M 0.98% 102,400 +22,676 +28% +$5.99M
USSG icon
20
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$577M
$26.9M 0.97% 496,000 +24,435 +5% +$1.32M
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$171B
$26.6M 0.96% 557,629 +20,011 +4% +$953K
EUSB icon
22
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$22.8M 0.82% 535,241 +29,643 +6% +$1.26M
SPTM icon
23
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$22.5M 0.81% 355,153 -37,236 -9% -$2.36M
SPYG icon
24
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$19M 0.69% 214,295 +169,814 +382% +$15.1M
SPDW icon
25
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$18.4M 0.66% 542,592 +26,896 +5% +$910K
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