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
$1.91B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$11.4M
3
+$11.1M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.83M

Top Sells

1
+$20.2M
2
+$13M
3
+$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.77M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.06%
10,949
-4,080
77
$1.04M 0.05%
34,512
+604
78
$855K 0.04%
5,146
+567
79
$844K 0.04%
37,851
-1,366
80
$841K 0.04%
16,621
+3,298
81
$748K 0.04%
10,352
-1,923
82
$729K 0.04%
3,846
+205
83
$602K 0.03%
18,319
+8,717
84
$589K 0.03%
13,700
-6,234
85
$560K 0.03%
20,819
-70
86
$540K 0.03%
5,633
+2,198
87
$430K 0.02%
16,413
+6,644
88
$429K 0.02%
4,777
-15,122
89
$419K 0.02%
+6,217
90
$366K 0.02%
2,047
91
$341K 0.02%
31,206
+8,063
92
$291K 0.02%
9,742
+1,881
93
$288K 0.02%
11,058
+2,174
94
$277K 0.01%
5,679
+1,255
95
$274K 0.01%
2,610
-374
96
$273K 0.01%
+2,616
97
$216K 0.01%
+4,006
98
– –
-13,189
1 2 3
4