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
$702M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$28.3M
3
+$25M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$13.4M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12M

Top Sells

1
+$26.8M
2
+$21.8M
3
+$16.8M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$11.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$793K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 0.52%
121,342
+94
27
$3.44M 0.49%
40,498
-1,352
28
$3.05M 0.43%
26,201
-1,247
29
$2.65M 0.38%
95,160
-2,779
30
$2.28M 0.32%
13,861
-1,384
31
$2.08M 0.3%
37,432
+629
32
$1.75M 0.25%
11,545
-89
33
$1.59M 0.23%
55,871
+3,269
34
$986K 0.14%
38,984
+2,562
35
$902K 0.13%
5,381
+702
36
$798K 0.11%
28,134
+2,642
37
$763K 0.11%
64,590
-132
38
$612K 0.09%
7,253
+248
39
$611K 0.09%
3,973
-180
40
$601K 0.09%
25,464
+1,682
41
$490K 0.07%
3,593
+67
42
$322K 0.05%
2,819
-394
43
$242K 0.03%
12,042
+1,736
44
– –
-9,081
45
– –
-250,034
46
– –
-227,332
47
– –
-528,831
48
– –
-1,006,455
49
– –
-4,385
1
2