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
$2.76B
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.3M
3
+$9.24M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.62M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M

Top Sells

1
+$9.88M
2
+$7.31M
3
+$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$596K 0.02%
13,664
+1,352
102
$586K 0.02%
22,763
+862
103
$568K 0.02%
44,214
+1,384
104
$565K 0.02%
17,615
+840
105
$517K 0.02%
+11,015
106
$490K 0.02%
6,226
-415
107
$481K 0.02%
19,470
+9,580
108
$422K 0.02%
+7,278
109
$389K 0.01%
5,740
+1,150
110
$382K 0.01%
8,146
+3,132
111
$364K 0.01%
5,371
+753
112
$348K 0.01%
3,489
+120
113
$338K 0.01%
1,780
114
$330K 0.01%
8,327
+214
115
$326K 0.01%
6,308
-367
116
$292K 0.01%
+11,819
117
$258K 0.01%
889
+20
118
$254K 0.01%
6,064
-85
119
$234K 0.01%
4,790
+735
120
$233K 0.01%
2,696
+242
121
$206K 0.01%
+6,791
122
$205K 0.01%
+10,541
123
$204K 0.01%
+10,459
124
$203K 0.01%
+9,848
125
– –
-137,282
2 3 4
5
6