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
$2.49B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.07M
3
+$6.35M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.88M

Top Sells

1
+$20.1M
2
+$9.32M
3
+$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 0.68%
489,423
-28,378
27
$15.3M 0.61%
337,999
+64,959
28
$15.2M 0.61%
439,686
+52,129
29
$12.3M 0.49%
299,946
+74,024
30
$11.2M 0.45%
51,788
-5,505
31
$11.1M 0.45%
232,487
-6,252
32
$10.4M 0.42%
146,163
+26,343
33
$10.3M 0.41%
136,810
-3,186
34
$10.3M 0.41%
258,713
+44,372
35
$9.83M 0.39%
573,312
-71,931
36
$7.16M 0.29%
125,380
+24,222
37
$6.98M 0.28%
96,511
-825
38
$6.78M 0.27%
201,441
+17,376
39
$6.67M 0.27%
389,514
-34,924
40
$6.35M 0.25%
+70,527
41
$6.15M 0.25%
258,675
-21,218
42
$6.14M 0.25%
125,401
+36,000
43
$5.7M 0.23%
262,050
-1,900
44
$5.6M 0.22%
80,289
+1,185
45
$5.58M 0.22%
42,320
-15,881
46
$5.5M 0.22%
37,296
-5,106
47
$5.41M 0.22%
22,412
-1,516
48
$5.38M 0.22%
+90,762
49
$5.27M 0.21%
91,545
-74,239
50
$5.12M 0.21%
116,922
-2,774
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