SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.09%
117,452
+18,400
77
$2.57M 0.09%
105,686
+1,900
78
$2.54M 0.08%
24,318
-2,279
79
$2.46M 0.08%
18,339
+2,480
80
$2.31M 0.08%
19,967
-28
81
$2.26M 0.07%
30,929
-633
82
$2.16M 0.07%
47,832
+5,001
83
$2.02M 0.07%
87,472
+12,805
84
$1.78M 0.06%
28,800
-10,270
85
$1.73M 0.06%
66,724
-3,131
86
$1.64M 0.05%
3,763
-1,687
87
$1.61M 0.05%
38,340
+397
88
$1.61M 0.05%
60,445
+3,038
89
$1.45M 0.05%
+50,665
90
$1.42M 0.05%
23,790
+5,935
91
$1.37M 0.05%
24,401
-912
92
$1.37M 0.05%
6,362
-229
93
$1.23M 0.04%
49,883
+12,932
94
$1.22M 0.04%
+11,906
95
$1.17M 0.04%
50,946
+957
96
$1.13M 0.04%
11,333
+1,911
97
$992K 0.03%
47,265
-357
98
$872K 0.03%
+9,790
99
$855K 0.03%
13,134
+2,856
100
$810K 0.03%
22,005
+2,019
2 3
4
5 6