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
$2.66B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.08M
3
+$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.96M

Top Sells

1
+$49.3M
2
+$20.7M
3
+$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.69M 0.21%
53,375
-60,679
52
$5.58M 0.21%
60,780
+1,422
53
$5.51M 0.21%
19,083
-973
54
$5.4M 0.2%
21,928
-44,657
55
$5.38M 0.2%
76,559
+2,129
56
$4.36M 0.16%
27,165
+5,290
57
$4.13M 0.16%
22,705
+862
58
$4.11M 0.15%
50,548
+1,457
59
$3.82M 0.14%
35,870
-255
60
$3.46M 0.13%
118,335
-900
61
$3.43M 0.13%
13,743
+9
62
$3.41M 0.13%
22,662
-332
63
$3.38M 0.13%
113,394
-9,979
64
$3.17M 0.12%
53,280
+2,313
65
$2.83M 0.11%
30,829
+2,599
66
$2.83M 0.11%
34,514
-54,545
67
$2.79M 0.1%
110,006
+2,856
68
$2.71M 0.1%
46,338
+1,378
69
$2.64M 0.1%
49,769
-30,411
70
$2.61M 0.1%
50,028
+2,804
71
$2.59M 0.1%
167,779
+10,368
72
$2.57M 0.1%
43,440
+2,939
73
$2.47M 0.09%
11,339
-1,435
74
$2.4M 0.09%
6,420
-172
75
$2.22M 0.08%
21,340
+989
1 2
3
4 5