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
$2.49B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.07M
3
+$6.35M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.88M

Top Sells

1
+$20.1M
2
+$9.32M
3
+$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.2%
162,010
-6,185
52
$4.79M 0.19%
53,896
-17,209
53
$4.63M 0.19%
53,634
-18,465
54
$4.56M 0.18%
105,661
+20,060
55
$4.51M 0.18%
67,234
-1,089
56
$4.5M 0.18%
+88,629
57
$4.45M 0.18%
42,902
+10,820
58
$4.26M 0.17%
58,901
+28,941
59
$4.22M 0.17%
83,609
-82,554
60
$4.13M 0.17%
51,196
-2,255
61
$4.12M 0.17%
144,493
-10,698
62
$3.23M 0.13%
16,493
-676
63
$3.19M 0.13%
16,883
-1,318
64
$3.17M 0.13%
63,505
+16,935
65
$3.16M 0.13%
122,366
-3,901
66
$3.14M 0.13%
84,991
+801
67
$2.99M 0.12%
+33,737
68
$2.74M 0.11%
151,750
-590
69
$2.72M 0.11%
28,963
-19,642
70
$2.7M 0.11%
157,335
+12,123
71
$2.52M 0.1%
110,578
-3,916
72
$2.48M 0.1%
99,941
-2,783
73
$2.24M 0.09%
5,236
+517
74
$2.19M 0.09%
31,844
-2,048
75
$2.06M 0.08%
97,645
-5,340
1 2
3
4 5