SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-0.21%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+127%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
40.44%
Top 10 Holdings %
Top 10 Hldgs %
57.17%
Holding
43
New
11
Increased
15
Reduced
17
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$24.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$24M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.2M |
| 5 |
iShares Global REIT ETF
REET
|
$13.1M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.16M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$433K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$380K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$261K |
| 5 |
Schwab International Equity ETF
SCHF
|
$183K |
