SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+3.45%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+40%)
Cap. Flow
+$54.4M
Cap. Flow
% of AUM
26.02%
Top 10 Holdings %
Top 10 Hldgs %
71.61%
Holding
32
New
4
Increased
27
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.05M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$4.47M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.23M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.13M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.59M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$11.8K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.63M | 0.78% |
19,633
+1,699
| +9% | +$141K |
|
27
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
| $1.44M | 0.69% |
27,767
+4,624
| +20% | +$240K |
|
28
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $1.13M | 0.54% |
+22,722
| New | +$1.13M |
|
29
iShares Russell 1000 ETF
IWB
$43.2B
| $929K | 0.44% |
6,249
+131
| +2% | +$19.5K |
|
|
30
Schwab US Large- Cap ETF
SCHX
$59B
| $638K | 0.31% |
9,961
-184
| -2% | -$11.8K |
|
31
Schwab US REIT ETF
SCHH
$8.37B
| $598K | 0.29% |
14,367
+2,003
| +16% | +$83.4K |
|
32
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $233K | 0.11% |
+2,771
| New | +$233K |
|