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
$1.89B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$21.8M
3
+$19.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$15.8M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$13.6M

Top Sells

1
+$1.99M
2
+$1.64M
3
+$650K
4
IXN icon
iShares Global Tech ETF
IXN
+$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.02%
+10,140
77
$369K 0.02%
+4,663
78
$358K 0.02%
2,051
+4
79
$281K 0.01%
+4,145
80
$267K 0.01%
2,772
+419
81
$210K 0.01%
+2,538
82
– –
-3,417
83
– –
-17,152
84
– –
-15,277
85
– –
-9,900
1 2 3
4