SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.21M
3
+$1.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$627K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$579K

Top Sells

1
+$194K
2
+$128K
3
+$108K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$76.1K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$294K 0.2%
+11,496
27
$274K 0.18%
+9,150
28
$267K 0.18%
+7,993
1
2