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
$1.89B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$21.8M
3
+$19.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$15.8M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$13.6M

Top Sells

1
+$1.99M
2
+$1.64M
3
+$650K
4
IXN icon
iShares Global Tech ETF
IXN
+$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.32M 0.44%
422,356
+45,162
27
$8.31M 0.44%
252,845
+21,449
28
$7.04M 0.37%
71,491
+15,232
29
$6.42M 0.34%
241,447
+55,314
30
$6.11M 0.32%
+97,088
31
$5.91M 0.31%
216,426
+21,208
32
$5.83M 0.31%
64,840
+6,611
33
$5.48M 0.29%
178,772
+22,523
34
$5.34M 0.28%
51,852
+5,455
35
$5.32M 0.28%
99,617
+9,591
36
$5.28M 0.28%
58,453
+27,573
37
$5.09M 0.27%
59,083
+4,316
38
$4.52M 0.24%
82,414
+19,168
39
$4.51M 0.24%
35,264
+2,855
40
$4.02M 0.21%
77,581
+22,387
41
$3.98M 0.21%
16,440
+1,114
42
$3.78M 0.2%
124,121
+4,596
43
$3.73M 0.2%
+35,327
44
$3.4M 0.18%
39,524
+8,251
45
$3.15M 0.17%
101,161
+14,331
46
$3.04M 0.16%
52,180
+2,983
47
$2.98M 0.16%
65,958
+16,128
48
$2.47M 0.13%
23,047
+4,483
49
$2.35M 0.12%
42,504
+25,312
50
$2.02M 0.11%
19,275
+3,979
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