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
$935M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$114M
3
+$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.12M

Top Sells

1
+$101M
2
+$57.1M
3
+$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$492K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.39%
12,905
+5,926
27
$3.52M 0.38%
125,258
-2,226
28
$3.04M 0.32%
24,677
+1,316
29
$2.64M 0.28%
15,363
-2,865
30
$2.32M 0.25%
99,174
+751
31
$2.09M 0.22%
36,204
+21,422
32
$2M 0.21%
46,119
+5,419
33
$2M 0.21%
66,428
+4,831
34
$1.91M 0.2%
6,157
-324,801
35
$1.81M 0.19%
21,828
+12,626
36
$1.64M 0.18%
+12,196
37
$1.51M 0.16%
54,118
+29,448
38
$1.17M 0.12%
8,162
+4,536
39
$1.1M 0.12%
20,294
+11,825
40
$1.04M 0.11%
9,302
+5,486
41
$981K 0.1%
10,523
+5,788
42
$964K 0.1%
13,771
+10,173
43
$905K 0.1%
73,248
-726
44
$856K 0.09%
49,500
+36,708
45
$850K 0.09%
5,187
-310
46
$849K 0.09%
+15,515
47
$834K 0.09%
32,296
+196
48
$766K 0.08%
+9,389
49
$698K 0.07%
+8,394
50
$686K 0.07%
+29,923
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