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
$2.66B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.08M
3
+$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.96M

Top Sells

1
+$49.3M
2
+$20.7M
3
+$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 0.56%
342,501
-99,253
27
$14.5M 0.54%
393,623
-26,754
28
$13.4M 0.5%
275,663
+14,483
29
$12.4M 0.47%
183,724
+18,627
30
$11.7M 0.44%
152,498
+3,709
31
$11.3M 0.42%
292,665
+31,779
32
$9.9M 0.37%
123,505
+97,334
33
$9.75M 0.37%
105,312
+42,466
34
$9.45M 0.36%
188,675
-127,132
35
$9.23M 0.35%
559,773
+19,614
36
$9.1M 0.34%
38,005
-3,004
37
$8.26M 0.31%
110,289
+5,438
38
$7.99M 0.3%
395,982
+153,576
39
$7.93M 0.3%
236,642
+24,102
40
$7.81M 0.29%
166,299
+10,227
41
$7.65M 0.29%
44,815
+790
42
$7.44M 0.28%
164,627
+20,981
43
$7.09M 0.27%
81,065
+18,623
44
$7.07M 0.27%
32,951
+1,781
45
$6.8M 0.26%
94,359
+2,114
46
$6.62M 0.25%
64,692
+25,175
47
$6.57M 0.25%
454,182
+35,522
48
$5.91M 0.22%
367,098
+40,356
49
$5.86M 0.22%
129,030
+2,878
50
$5.84M 0.22%
358,687
+19,645
1
2
3 4 5