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
$935M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$114M
3
+$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.12M

Top Sells

1
+$101M
2
+$57.1M
3
+$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$492K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.07%
22,608
+138
52
$626K 0.07%
7,089
+1,031
53
$561K 0.06%
+13,089
54
$517K 0.06%
3,610
-8,810
55
$481K 0.05%
+14,990
56
$467K 0.05%
4,044
+1,026
57
$437K 0.05%
2,998
-933
58
$434K 0.05%
24,628
+110
59
$398K 0.04%
+5,513
60
$337K 0.04%
6,729
+1,792
61
$286K 0.03%
+7,290
62
$237K 0.03%
+3,916
63
$236K 0.03%
+5,340
64
– –
-2,513
65
– –
-1,983,905
66
– –
-4,559
1 2
3