SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.27M 0.21%
26,385
+14,930
52
$6.16M 0.2%
133,322
+1,277
53
$5.85M 0.19%
17,340
+217
54
$5.84M 0.19%
84,747
+1,196
55
$5.54M 0.18%
54,951
+18,608
56
$5.18M 0.17%
55,404
-336
57
$4.7M 0.16%
95,996
-35,000
58
$4.29M 0.14%
51,809
-1,434
59
$4.25M 0.14%
80,605
+1,411
60
$4.23M 0.14%
123,649
+4,696
61
$4.11M 0.14%
36,810
-4,430
62
$4.02M 0.13%
13,276
+3,955
63
$3.99M 0.13%
112,823
+105,570
64
$3.99M 0.13%
191,010
+26,158
65
$3.95M 0.13%
195,065
+5,890
66
$3.9M 0.13%
13,721
+1,014
67
$3.54M 0.12%
+69,283
68
$3.51M 0.12%
56,669
+11,631
69
$3.46M 0.11%
51,745
+2,022
70
$3.23M 0.11%
18,791
-2,480
71
$3.11M 0.1%
28,344
-1,022
72
$2.9M 0.1%
122,337
+32,727
73
$2.86M 0.09%
12,059
+1,894
74
$2.84M 0.09%
105,737
-3,121
75
$2.81M 0.09%
96,106
-4,769
1 2
3
4 5