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
$2.66B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.08M
3
+$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.96M

Top Sells

1
+$49.3M
2
+$20.7M
3
+$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.08%
79,572
-7,060
77
$1.94M 0.07%
95,866
-3,252
78
$1.87M 0.07%
28,766
+1,798
79
$1.75M 0.07%
85,374
+7,114
80
$1.72M 0.06%
84,849
-3,670
81
$1.68M 0.06%
14,057
-2,504
82
$1.56M 0.06%
30,470
-1,509
83
$1.52M 0.06%
66,829
+5,811
84
$1.46M 0.06%
23,391
+13,630
85
$1.43M 0.05%
7,071
+110
86
$1.38M 0.05%
36,463
+1,361
87
$1.27M 0.05%
35,815
-21,245
88
$1.22M 0.05%
+26,862
89
$1.13M 0.04%
+25,492
90
$1.11M 0.04%
4,591
+122
91
$1.06M 0.04%
46,860
+274
92
$916K 0.03%
45,530
+2,798
93
$846K 0.03%
14,582
-21,177
94
$807K 0.03%
19,425
-30,533
95
$769K 0.03%
13,346
+1,385
96
$739K 0.03%
20,853
+1,784
97
$715K 0.03%
11,364
+2,547
98
$660K 0.02%
15,664
+115
99
$622K 0.02%
11,302
+832
100
$621K 0.02%
6,382
+3,025
2 3
4
5 6