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
$2.14B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.18M

Top Sells

1
+$6.15M
2
+$1.74M
3
+$493K
4
IXN icon
iShares Global Tech ETF
IXN
+$348K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$286K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.54%
236,523
+31,111
27
$11.1M 0.52%
136,728
+11,546
28
$10.4M 0.49%
166,408
+66,338
29
$8.6M 0.4%
68,109
+12,025
30
$8.26M 0.39%
448,362
+29,978
31
$8M 0.37%
284,848
+27,021
32
$6.7M 0.31%
65,070
+6,649
33
$6.55M 0.31%
74,011
+1,365
34
$6.38M 0.3%
119,586
+8,677
35
$6.16M 0.29%
233,563
+37,783
36
$6.08M 0.28%
227,784
+3,718
37
$5.98M 0.28%
204,986
+7,505
38
$5.63M 0.26%
67,807
+651
39
$5.07M 0.24%
93,836
+31,848
40
$4.71M 0.22%
43,807
+7,710
41
$4.69M 0.22%
95,774
+15,843
42
$3.93M 0.18%
126,586
-5,988
43
$3.83M 0.18%
130,382
+62,244
44
$3.57M 0.17%
14,713
-1,148
45
$3.48M 0.16%
116,950
+2,876
46
$3.34M 0.16%
39,084
+1,731
47
$3.09M 0.14%
50,593
-2,683
48
$2.24M 0.1%
39,520
+13,980
49
$2.06M 0.1%
41,789
+16,636
50
$1.92M 0.09%
18,412
-1,649
1
2
3 4