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
$1.1B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$12.4M
3
+$9.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.79M

Top Sells

1
+$286K
2
+$124K
3
+$78.7K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.9K
5
VB icon
Vanguard Small-Cap ETF
VB
+$39.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.39%
73,514
+37,310
27
$4.25M 0.39%
138,359
+9,597
28
$4.02M 0.37%
143,124
+17,866
29
$3.79M 0.35%
43,864
+1,082
30
$3.64M 0.33%
43,817
+21,989
31
$3.27M 0.3%
25,814
+1,137
32
$2.81M 0.26%
15,121
-242
33
$2.71M 0.25%
20,073
+7,877
34
$2.52M 0.23%
90,191
+36,073
35
$2.43M 0.22%
103,893
+4,719
36
$2.32M 0.21%
74,823
+8,395
37
$2.2M 0.2%
40,583
+20,289
38
$2.13M 0.19%
18,989
+9,687
39
$2.12M 0.19%
48,399
+2,280
40
$1.99M 0.18%
21,212
+10,689
41
$1.7M 0.15%
22,411
+8,640
42
$1.42M 0.13%
25,889
+10,374
43
$1.24M 0.11%
13,726
+5,332
44
$1.14M 0.1%
7,365
-797
45
$1.01M 0.09%
39,392
+7,096
46
$978K 0.09%
5,584
+397
47
$963K 0.09%
72,204
-1,044
48
$958K 0.09%
21,886
+8,797
49
$897K 0.08%
10,729
+1,340
50
$837K 0.08%
23,878
+8,888
1
2
3