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
$150M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.21M
3
+$1.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$627K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$579K

Top Sells

1
+$194K
2
+$128K
3
+$108K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$76.1K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 14.82%
171,045
+10,118
2
$16.9M 11.27%
292,423
+35
3
$15.4M 10.31%
135,746
+10,618
4
$12.4M 8.29%
285,376
+11,144
5
$12.3M 8.24%
282,821
+9,555
6
$11M 7.33%
202,873
+194
7
$10.9M 7.32%
170,588
+1,107
8
$7.96M 5.32%
267,270
+18,812
9
$7.56M 5.06%
69,024
+9,410
10
$6.87M 4.6%
676,986
-12,648
11
$5.09M 3.4%
43,712
+948
12
$4.2M 2.81%
155,951
-7,197
13
$4.16M 2.78%
248,320
-4,546
14
$2.7M 1.81%
97,880
+4,752
15
$1.82M 1.22%
75,040
+661
16
$1.49M 1%
17,934
+1,435
17
$1.21M 0.81%
46,286
-684
18
$856K 0.57%
6,118
+224
19
$627K 0.42%
+17,510
20
$609K 0.41%
60,870
-10,794
21
$579K 0.39%
+11,592
22
$576K 0.39%
+7,756
23
$509K 0.34%
24,728
-2,450
24
$506K 0.34%
+2,002
25
$301K 0.2%
+10,385
1
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