SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+11.86%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$1.38B
Cap. Flow
+$147M
Cap. Flow %
10.67%
Top 10 Hldgs %
78.21%
Holding
76
New
6
Increased
61
Reduced
5
Closed
4

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$48.6M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$13.6M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$6.81M

Top Sells

1
VXF icon
Vanguard Extended Market ETF
VXF
$5.18M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$733K
3
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$469K
5
IYG icon
iShares US Financial Services ETF
IYG
$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPYG icon
76
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
– –
-14,725
Closed -$733K
1 2 3
4