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
$1.91B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$11.4M
3
+$11.1M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.83M

Top Sells

1
+$20.2M
2
+$13M
3
+$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.77M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 0.58%
49,056
-856
27
$10.8M 0.57%
135,619
-1,204
28
$8.38M 0.44%
103,736
+5,027
29
$8.11M 0.43%
55,254
-7,947
30
$7.74M 0.41%
418,294
+110,679
31
$7.64M 0.4%
417,884
-20,228
32
$7.21M 0.38%
271,233
+3,894
33
$6.43M 0.34%
67,474
-625
34
$6.14M 0.32%
116,002
-798
35
$6.06M 0.32%
100,801
-13,515
36
$6.04M 0.32%
116,299
+3,743
37
$6.01M 0.31%
132,148
+50,533
38
$5.8M 0.3%
183,418
+98,533
39
$5.48M 0.29%
176,389
-11,284
40
$5.47M 0.29%
50,918
+18,999
41
$5.39M 0.28%
257,370
+6,130
42
$5.17M 0.27%
69,875
+4,751
43
$5.16M 0.27%
70,881
+60,520
44
$4.79M 0.25%
59,101
-278
45
$4.63M 0.24%
99,389
+66,562
46
$4.27M 0.22%
22,080
+6,958
47
$3.8M 0.2%
53,360
-30,810
48
$3.4M 0.18%
110,507
-4,722
49
$3.31M 0.17%
155,366
+236
50
$3.28M 0.17%
110,328
-6,046
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