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
$2.49B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.07M
3
+$6.35M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.88M

Top Sells

1
+$20.1M
2
+$9.32M
3
+$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.08%
88,805
-167,151
77
$1.93M 0.08%
41,025
+10,077
78
$1.84M 0.07%
+18,058
79
$1.83M 0.07%
37,111
-2,281
80
$1.79M 0.07%
6,574
-239
81
$1.73M 0.07%
39,167
-3,433
82
$1.7M 0.07%
95,480
+850
83
$1.6M 0.06%
66,378
+864
84
$1.57M 0.06%
+22,980
85
$1.55M 0.06%
14,790
-17,810
86
$1.52M 0.06%
11,027
-262
87
$1.43M 0.06%
17,527
-1,711
88
$1.36M 0.05%
42,595
-155
89
$1.2M 0.05%
22,678
+507
90
$1.11M 0.04%
6,276
+180
91
$1.04M 0.04%
47,611
-6,002
92
$919K 0.04%
4,412
+169
93
$906K 0.04%
36,086
-2,520
94
$647K 0.03%
35,867
+1,435
95
$643K 0.03%
18,970
-632
96
$606K 0.02%
8,764
-5,284
97
$585K 0.02%
7,937
-601
98
$571K 0.02%
9,649
-9,064
99
$543K 0.02%
14,834
-241
100
$540K 0.02%
14,220
-2,427
1 2 3
4
5