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
$1.91B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$11.4M
3
+$11.1M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.83M

Top Sells

1
+$20.2M
2
+$13M
3
+$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.77M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.16%
90,483
+45,767
52
$2.9M 0.15%
87,803
+62,063
53
$2.87M 0.15%
51,725
+7,117
54
$2.76M 0.14%
43,760
-997
55
$2.63M 0.14%
52,585
+28,532
56
$2.59M 0.14%
15,588
-2,857
57
$2.45M 0.13%
83,513
+42,405
58
$2.41M 0.13%
114,419
-11,352
59
$2.28M 0.12%
141,041
-26,056
60
$2.09M 0.11%
20,119
+3,335
61
$2.08M 0.11%
11,656
+663
62
$2.06M 0.11%
7,113
+310
63
$1.97M 0.1%
44,465
-5,835
64
$1.97M 0.1%
75,462
+65,896
65
$1.96M 0.1%
17,224
-1,030
66
$1.86M 0.1%
13,919
-42,466
67
$1.78M 0.09%
21,342
+2,705
68
$1.57M 0.08%
69,596
-4,762
69
$1.52M 0.08%
131,208
+12,510
70
$1.46M 0.08%
11,470
+629
71
$1.46M 0.08%
10,112
+602
72
$1.44M 0.08%
33,933
+22,902
73
$1.32M 0.07%
46,845
-12,920
74
$1.17M 0.06%
10,301
+126
75
$1.15M 0.06%
20,009
+966
1 2
3
4