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
$736M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.1M
3
+$8.48M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.49M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.38M

Top Sells

1
+$1.14M
2
+$584K
3
+$576K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$568K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$414K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.47%
127,484
-21,506
27
$3.35M 0.46%
38,708
-4,445
28
$2.75M 0.37%
23,361
-3,509
29
$2.58M 0.35%
18,228
+5,300
30
$2.05M 0.28%
98,423
+3,033
31
$1.79M 0.24%
61,597
+3,749
32
$1.65M 0.22%
6,979
+5,135
33
$1.59M 0.22%
40,700
+3,204
34
$1.42M 0.19%
12,420
+229
35
$832K 0.11%
14,782
+10,790
36
$830K 0.11%
32,100
-6,892
37
$756K 0.1%
9,202
+6,662
38
$755K 0.1%
73,974
+10,944
39
$724K 0.1%
5,497
+308
40
$691K 0.09%
+24,670
41
$646K 0.09%
22,470
-5,434
42
$517K 0.07%
6,058
-871
43
$462K 0.06%
+8,469
44
$454K 0.06%
3,931
+244
45
$429K 0.06%
3,626
+480
46
$423K 0.06%
+4,735
47
$407K 0.06%
+3,816
48
$401K 0.05%
24,518
+138
49
$341K 0.05%
3,018
-66
50
$297K 0.04%
+3,284
1
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