SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+5.6%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
(+3.6%)
Cap. Flow
-$42.9M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
65.61%
Holding
131
New
8
Increased
62
Reduced
48
Closed
13
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$19.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.7M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.6M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
$7.31M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$7.23M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$31.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$17.6M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$13.6M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$13.2M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.02M |
Sector Composition
| 1 | Technology | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
| – | – |
-9,886
| Closed | -$502K |
|
127
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
| – | – |
-19,425
| Closed | -$807K |
|
128
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – |
-1,019
| Closed | -$555K |
|
129
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| – | – |
-14,582
| Closed | -$846K |
|
130
Vanguard Russell 1000 ETF
VONE
$6.65B
| – | – |
-21,928
| Closed | -$5.4M |
|
131
Vanguard Russell 2000 ETF
VTWO
$12.6B
| – | – |
-34,514
| Closed | -$2.83M |
|