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
101
$505K 0.02%
4,907
+435
102
$477K 0.02%
9,624
+1,696
103
$423K 0.02%
4,097
+583
104
$410K 0.02%
2,200
-267
105
$388K 0.02%
8,191
+322
106
$368K 0.01%
15,506
+568
107
$367K 0.01%
12,257
+198
108
$340K 0.01%
+8,445
109
– –
-2,764
110
– –
-14,128
111
– –
-44,271
112
– –
-23,383
1 2 3 4
5