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
$2.08B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.59M
3
+$5.26M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$5.11M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.67M

Top Sells

1
+$10.4M
2
+$3.63M
3
+$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$844K 0.04%
4,110
+137
77
$791K 0.04%
13,045
+3,066
78
$785K 0.04%
8,705
-2,740
79
$533K 0.03%
+9,976
80
$491K 0.02%
2,190
-16,203
81
$366K 0.02%
2,047
-210
82
$345K 0.02%
8,248
+5,533
83
$302K 0.01%
2,971
+347
84
$294K 0.01%
+3,672
85
$291K 0.01%
+2,813
86
$268K 0.01%
+14,711
87
– –
-9,848
88
– –
-166,408
89
– –
-14,493
1 2 3
4