SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-1.79%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.99B
AUM Growth
+$1.99B
(+5.4%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
6.86%
Top 10 Holdings %
Top 10 Hldgs %
72%
Holding
83
New
2
Increased
56
Reduced
22
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$62.2M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$36.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.78M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
$5.28M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.73M |
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares National Muni Bond ETF
MUB
$38.6B
| $593K | 0.03% |
5,105
+727
| +17% | +$84.4K |
|
77
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
| $473K | 0.02% |
6,978
+2,833
| +68% | +$192K |
|
78
Apple
AAPL
$3.45T
| $380K | 0.02% |
2,155
+104
| +5% | +$18.3K |
|
79
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $347K | 0.02% |
13,374
-3,784
| -22% | -$98.2K |
|
80
Vanguard Real Estate ETF
VNQ
$34.6B
| $243K | 0.01% |
2,525
-247
| -9% | -$23.8K |
|
81
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| – | – |
-2,538
| Closed | -$210K |
|
|
82
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
| – | – |
-35,327
| Closed | -$3.73M |
|
|
83
Invesco BuyBack Achievers ETF
PKW
$1.46B
| – | – |
-58,453
| Closed | -$5.28M |
|