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
$736M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.1M
3
+$8.48M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.49M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.38M

Top Sells

1
+$1.14M
2
+$584K
3
+$576K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$568K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$414K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.03%
+4,559
52
$239K 0.03%
+4,937
53
$207K 0.03%
+3,598
54
$204K 0.03%
+2,513
55
$197K 0.03%
12,792
+880
1 2
3