SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
1-Year Return
10.52%
This Quarter Return
+4.53%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.81B
AUM Growth
-$200M
(-9.9%)
Cap. Flow
-$231M
Cap. Flow
% of AUM
-12.71%
Top 10 Holdings %
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$34M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$28.7M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$26.6M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$21.7M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$21.5M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$316M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$69.8M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$34.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$28.8M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$25.3M |
Sector Composition
| 1 | Technology | 0.02% |
