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
$2.14B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.18M

Top Sells

1
+$6.15M
2
+$1.74M
3
+$493K
4
IXN icon
iShares Global Tech ETF
IXN
+$348K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$286K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$884K 0.04%
3,973
+171
77
$677K 0.03%
9,979
+3,001
78
$541K 0.03%
+226,446
79
$403K 0.02%
2,257
+102
80
$257K 0.01%
2,624
+99
81
$252K 0.01%
9,848
-3,526
82
$250K 0.01%
+2,715
83
– –
-35,001
1 2 3
4