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
126
– –
-15,834
127
– –
-2,410
128
– –
-8,008
129
– –
-42,289
130
– –
-10,959
131
– –
-21,636
132
– –
-16,293
133
– –
-6,581
134
– –
-11,284
2 3 4 5
6