SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 0.57%
231,283
-444
27
$14.4M 0.48%
128,364
+38,914
28
$13.9M 0.46%
281,483
+1,873
29
$13.9M 0.46%
584,815
+15,904
30
$13.8M 0.46%
323,023
-17,059
31
$13.1M 0.43%
265,554
-34,640
32
$12.4M 0.41%
157,488
+1,584
33
$12.4M 0.41%
484,543
+29,850
34
$11.9M 0.4%
541,624
-25,282
35
$11.6M 0.38%
297,302
+4,127
36
$11.4M 0.38%
379,446
-10,258
37
$10.6M 0.35%
255,762
+16,849
38
$10.3M 0.34%
108,452
+56,985
39
$10.2M 0.34%
56,371
+1,271
40
$10.2M 0.34%
441,479
-1,065
41
$9.85M 0.33%
208,110
+4,391
42
$9.66M 0.32%
152,124
+44,345
43
$9.3M 0.31%
84,919
-9,561
44
$9.23M 0.31%
170,274
-207
45
$8.91M 0.29%
115,603
+3,688
46
$7.94M 0.26%
26,260
-517
47
$7.92M 0.26%
40,768
+5,477
48
$6.42M 0.21%
95,048
+25,551
49
$6.37M 0.21%
86,791
-2,256
50
$6.3M 0.21%
35,684
+919
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