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
$389M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$24M
3
+$20.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
REET icon
iShares Global REIT ETF
REET
+$13.1M

Top Sells

1
+$1.16M
2
+$433K
3
+$380K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$261K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$183K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 11.62%
424,844
+124,177
2
$24.6M 6.33%
+449,113
3
$24M 6.18%
+616,935
4
$22.7M 5.84%
363,287
+2,785
5
$22.6M 5.82%
82,852
+30,731
6
$20.5M 5.28%
+245,924
7
$18.5M 4.75%
291,336
+35,708
8
$17.7M 4.56%
337,777
+50,571
9
$13.2M 3.39%
94,022
-3,092
10
$13.1M 3.38%
+512,232
11
$12.4M 3.18%
465,839
+110,000
12
$12.2M 3.14%
+415,720
13
$11.8M 3.03%
346,835
+29,623
14
$11.8M 3.03%
221,632
+78,854
15
$10.4M 2.68%
122,376
+45,738
16
$9.91M 2.55%
355,474
+505
17
$9.55M 2.46%
+287,967
18
$8.09M 2.08%
+252,959
19
$7.79M 2.01%
220,521
+39,675
20
$7.57M 1.95%
249,028
+18,116
21
$7.16M 1.84%
651,246
-34,590
22
$7.12M 1.83%
166,098
-1,304
23
$6.57M 1.69%
155,910
-4,068
24
$5.32M 1.37%
+108,082
25
$5.05M 1.3%
47,292
+3,076
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