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
$1.89B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$21.8M
3
+$19.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$15.8M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$13.6M

Top Sells

1
+$1.99M
2
+$1.64M
3
+$650K
4
IXN icon
iShares Global Tech ETF
IXN
+$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.09%
59,845
+12,659
52
$1.78M 0.09%
8,894
+415
53
$1.78M 0.09%
102,780
+594
54
$1.65M 0.09%
64,406
+7,592
55
$1.61M 0.09%
6,801
+624
56
$1.54M 0.08%
17,485
+4,096
57
$1.52M 0.08%
+19,592
58
$1.5M 0.08%
+43,480
59
$1.38M 0.07%
12,772
+2,936
60
$1.31M 0.07%
24,455
-30,600
61
$1.2M 0.06%
51,363
+6,488
62
$1.12M 0.06%
35,786
+2,500
63
$1.09M 0.06%
37,574
+9,098
64
$1.03M 0.05%
44,822
+5,542
65
$981K 0.05%
32,640
+2,363
66
$917K 0.05%
4,000
+219
67
$867K 0.05%
4,998
+1,052
68
$837K 0.04%
3,713
+658
69
$817K 0.04%
2,848
+1,292
70
$631K 0.03%
11,214
-10,008
71
$610K 0.03%
12,276
+6,576
72
$513K 0.03%
4,378
-128
73
$492K 0.03%
3,578
+1,877
74
$469K 0.02%
+12,907
75
$447K 0.02%
+17,158
1 2
3
4