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
$1.1B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$12.4M
3
+$9.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.79M

Top Sells

1
+$286K
2
+$124K
3
+$78.7K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.9K
5
VB icon
Vanguard Small-Cap ETF
VB
+$39.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.07%
26,140
+3,532
52
$779K 0.07%
44,958
-4,542
53
$733K 0.07%
+14,725
54
$705K 0.06%
28,885
-1,038
55
$680K 0.06%
9,265
+3,752
56
$634K 0.06%
7,172
+83
57
$597K 0.05%
4,001
+391
58
$554K 0.05%
11,052
+4,323
59
$527K 0.05%
29,848
+5,220
60
$505K 0.05%
11,556
+4,266
61
$484K 0.04%
4,172
+128
62
$469K 0.04%
+3,213
63
$426K 0.04%
8,676
+3,336
64
$420K 0.04%
2,741
-257
65
$408K 0.04%
6,434
+2,518
66
$280K 0.03%
+7,610
67
$276K 0.03%
+5,070
68
$274K 0.02%
+2,240
69
$269K 0.02%
+6,687
70
$205K 0.02%
+1,240
1 2
3