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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

1 Technology 0.01%
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
$541M 16.13%
3,638,230
+34,090
+0.9% +$5.03M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$363M 10.83%
3,638,668
+165,505
+5% +$16.6M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$231M 6.87%
1,741,344
+20,554
+1% +$2.7M
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$216M 6.42%
4,631,033
+206,261
+5% +$9.64M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.92B
$192M 5.73%
4,478,415
+76,820
+2% +$3.21M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.57B
$176M 5.23%
2,529,572
+40,949
+2% +$2.84M
VO icon
7
Vanguard Mid-Cap ETF
VO
$106B
$160M 4.78%
2,209,832
+54,324
+3% +$3.95M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.68B
$135M 4.02%
3,242,190
+22,157
+0.7% +$922K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$188B
$109M 3.24%
1,215,200
+6,056
+0.5% +$536K
USHY icon
10
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$101M 3.02%
2,710,205
+169,540
+7% +$6.35M
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.58B
$101M 3.02%
7,636,200
+183,037
+2% +$2.48M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$96.8M 2.89%
1,439,528
+32,300
+2% +$2.17M
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$77.4M 2.31%
803,903
+20,902
+3% +$2.01M
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$110B
$48.4M 1.44%
402,981
+30,070
+8% +$3.6M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$895B
$46.9M 1.4%
68,496
+2,371
+4% +$1.61M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$989B
$41.8M 1.25%
66,682
+278
+0.4% +$173K
SCHX icon
17
Schwab US Large- Cap ETF
SCHX
$72.8B
$41.7M 1.24%
1,546,940
+226,952
+17% +$6.06M
USXF icon
18
iShares ESG Advanced MSCI USA ETF
USXF
$1.43B
$38.6M 1.15%
670,255
+2,987
+0.4% +$172K
USSG icon
19
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$573M
$37.2M 1.11%
585,415
-577
-0.1% -$36.2K
EAGG icon
20
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$36M 1.07%
752,813
+12,047
+2% +$579K
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$229B
$32.1M 0.96%
514,163
-4,870
-0.9% -$298K
SPDW icon
22
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$29.6M 0.88%
664,539
+34,992
+6% +$1.53M
EUSB icon
23
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
$27.7M 0.83%
631,412
+16,718
+3% +$736K
SPTM icon
24
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$24.3M 0.73%
291,165
-20,944
-7% -$1.71M
DMXF icon
25
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.22B
$17.5M 0.52%
233,148
+6,432
+3% +$491K
1
2 3 4 5

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