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
101
$619K 0.02%
+26,667
102
$602K 0.02%
42,853
+5,552
103
$555K 0.02%
1,019
-1,452
104
$541K 0.02%
20,232
+1,303
105
$528K 0.02%
6,846
-195
106
$524K 0.02%
4,415
+504
107
$519K 0.02%
11,584
+499
108
$507K 0.02%
15,213
+1,191
109
$502K 0.02%
9,886
-19,565
110
$493K 0.02%
6,264
+1,025
111
$401K 0.02%
2,080
112
$343K 0.01%
3,344
-180
113
$333K 0.01%
8,463
+640
114
$298K 0.01%
+11,714
115
$283K 0.01%
4,136
+754
116
$275K 0.01%
7,422
+588
117
$258K 0.01%
5,040
+262
118
$237K 0.01%
+4,571
119
$229K 0.01%
+868
120
$222K 0.01%
8,485
+977
121
$214K 0.01%
+3,173
122
$209K 0.01%
2,757
-7,601
123
$194K 0.01%
10,125
-1,429
124
– –
-10,991
125
– –
-14,727
2 3 4
5
6