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
$171M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10M
3
+$7.26M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M

Top Sells

1
+$14.2M
2
+$10.7M
3
+$6.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.76M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$855K 0.5%
31,160
-85,272
27
$662K 0.39%
62,976
+3,210
28
$565K 0.33%
29,566
+832
29
$357K 0.21%
+3,273
30
$29K 0.02%
76,638
+52,001
31
$4K ﹤0.01%
52,121
+34,758
32
– –
-60,352
33
– –
-86,624
34
– –
-95,364
35
$0 ﹤0.01%
142,778
+97,524
36
– –
-22,722
37
– –
-129,080
38
– –
-54,435
39
– –
-51,679
40
– –
-101,377
41
– –
-19,633
1
2