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
$2.14B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.18M

Top Sells

1
+$6.15M
2
+$1.74M
3
+$493K
4
IXN icon
iShares Global Tech ETF
IXN
+$348K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$286K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.09%
47,855
-910
52
$1.89M 0.09%
86,519
+13,563
53
$1.87M 0.09%
54,485
+19,295
54
$1.86M 0.09%
17,469
+2,653
55
$1.78M 0.08%
104,886
+5,964
56
$1.73M 0.08%
5,475
+1,520
57
$1.61M 0.08%
66,062
+2,008
58
$1.6M 0.07%
7,243
+18
59
$1.55M 0.07%
17,886
+3,794
60
$1.54M 0.07%
24,618
-5,547
61
$1.47M 0.07%
37,633
+10,619
62
$1.44M 0.07%
42,103
-3,871
63
$1.32M 0.06%
45,915
+2,506
64
$1.25M 0.06%
5,561
+713
65
$1.22M 0.06%
37,838
+1,022
66
$1.15M 0.05%
4,500
+182
67
$1.14M 0.05%
14,493
-2,827
68
$1.13M 0.05%
8,024
+2,585
69
$1.03M 0.05%
33,874
+44
70
$1.03M 0.05%
13,200
+3,708
71
$1M 0.05%
10,482
+5,377
72
$986K 0.05%
43,652
+522
73
$981K 0.05%
18,393
-32,642
74
$921K 0.04%
23,022
+6,274
75
$886K 0.04%
+11,445
1 2
3
4