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
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.97M
3
+$6.59M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.37M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

Top Sells

1
+$11.8M
2
+$4.87M
3
+$3.74M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.87M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.5M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.01%
5,755
+76
102
$281K 0.01%
+4,867
103
$276K 0.01%
+8,193
104
$275K 0.01%
2,649
+39
105
$266K 0.01%
2,592
-24
106
$243K 0.01%
4,038
+32
107
– –
-6,217
1 2 3 4
5