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
$171M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10M
3
+$7.26M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M

Top Sells

1
+$14.2M
2
+$10.7M
3
+$6.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.76M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 12.4%
360,502
+29,899
2
$13.4M 7.84%
255,628
+58,303
3
$13.3M 7.78%
287,206
+53,353
4
$13.2M 7.68%
97,114
-79,270
5
$10.4M 6.07%
+317,212
6
$10M 5.83%
300,667
+158,021
7
$10M 5.83%
+354,969
8
$7.3M 4.26%
159,978
-135,494
9
$7.29M 4.25%
685,836
-60,126
10
$7.26M 4.23%
+230,912
11
$7.2M 4.2%
167,402
-133,799
12
$7.11M 4.15%
+180,846
13
$4.92M 2.87%
192,908
+137,374
14
$4.81M 2.8%
44,216
-6,530
15
$4.66M 2.72%
355,839
+4,906
16
$4.51M 2.63%
157,178
-8,611
17
$4.4M 2.57%
261,060
-2,794
18
$3.64M 2.12%
32,209
-125,258
19
$3.6M 2.1%
+121,180
20
$3.38M 1.97%
40,456
+37,685
21
$2.21M 1.29%
96,801
+14,038
22
$1.65M 0.96%
+36,628
23
$1.28M 0.75%
8,810
+2,561
24
$1.12M 0.65%
+45,042
25
$1.01M 0.59%
+36,356
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