SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
1-Year Return
10.52%
This Quarter Return
-9.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$470M
AUM Growth
-$13.6M
(-2.8%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
61.98%
Holding
47
New
4
Increased
28
Reduced
15
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.42M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$3.88M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.86M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.82M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.46M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.23M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.11M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$803K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$291K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$146K |
