SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+7.39%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$3.02B
AUM Growth
+$3.02B
(+9.2%)
Cap. Flow
+$36.4M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$11.8M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.42M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$6.37M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.17M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.01% |
