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
101
$781K 0.03%
5,891
+612
102
$776K 0.03%
26,167
+7,641
103
$774K 0.03%
7,879
+4,628
104
$762K 0.03%
12,521
-140
105
$687K 0.02%
17,973
+184
106
$667K 0.02%
13,997
+441
107
$650K 0.02%
12,828
-269
108
$646K 0.02%
22,216
-611
109
$629K 0.02%
9,885
-943
110
$604K 0.02%
7,568
+767
111
$463K 0.02%
5,763
-235
112
$426K 0.01%
4,751
-3,558
113
$396K 0.01%
+9,911
114
$392K 0.01%
8,104
+333
115
$368K 0.01%
1,830
+50
116
$351K 0.01%
11,731
+3,463
117
$324K 0.01%
4,127
-2,330
118
$324K 0.01%
11,891
-379
119
$320K 0.01%
8,196
-188
120
$310K 0.01%
3,484
+128
121
$304K 0.01%
5,546
+392
122
$304K 0.01%
2,415
+529
123
$271K 0.01%
+2,681
124
$249K 0.01%
+5,494
125
$245K 0.01%
+5,037
2 3 4
5
6