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
$2.66B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.05M
3
+$3.66M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.17M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.94M

Top Sells

1
+$47.4M
2
+$19.9M
3
+$10.7M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$10.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.48M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,008
127
– –
-11,284
128
– –
-6,581
129
– –
-16,293
130
– –
-21,636
131
– –
-15,834
132
– –
-14,727
133
– –
-10,991
134
– –
-2,410
2 3 4 5
6