SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+3.88%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+10%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
82.56%
Holding
28
New
8
Increased
14
Reduced
6
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.31M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.03M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$627K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$579K |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$194K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$128K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$108K |
| 4 |
Schwab International Equity ETF
SCHF
|
$76.1K |
| 5 |
Schwab US REIT ETF
SCHH
|
$50.4K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Global REIT ETF
REET
$4B
| $294K | 0.2% |
+11,496
| New | +$294K |
|
27
iShares US Equity Factor ETF
LRGF
$2.82B
| $274K | 0.18% |
+9,150
| New | +$274K |
|
28
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
| $267K | 0.18% |
+7,993
| New | +$267K |
|