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
$389M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$24M
3
+$20.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
REET icon
iShares Global REIT ETF
REET
+$13.1M

Top Sells

1
+$1.16M
2
+$433K
3
+$380K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$261K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$183K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.06%
249,964
-11,096
27
$3.96M 1.02%
153,026
-4,152
28
$3.72M 0.96%
146,988
-45,920
29
$3.52M 0.91%
119,236
-1,944
30
$3.38M 0.87%
29,898
-2,311
31
$3.21M 0.83%
38,483
-1,973
32
$2.35M 0.61%
95,869
-932
33
$1.79M 0.46%
36,493
-135
34
$1.36M 0.35%
8,960
+150
35
$1.24M 0.32%
+7,594
36
$1.04M 0.27%
37,572
+1,216
37
$962K 0.25%
38,688
-6,354
38
$723K 0.19%
26,318
-4,842
39
$674K 0.17%
62,190
-786
40
$570K 0.15%
27,270
-2,296
41
$529K 0.14%
+6,487
42
$336K 0.09%
3,086
-187
43
$273K 0.07%
+3,446
1
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