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
$702M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$28.3M
3
+$25M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$13.4M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$12M

Top Sells

1
+$26.8M
2
+$21.8M
3
+$16.8M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$11.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$793K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 18.47%
1,146,075
+250,275
2
$79.7M 11.34%
266,921
+106,122
3
$65.1M 9.26%
1,086,322
+201,184
4
$54.8M 7.81%
1,419,070
+172,345
5
$46.1M 6.57%
592,580
+78,409
6
$33.3M 4.74%
1,062,165
+426,855
7
$29.5M 4.21%
1,044,422
+156,547
8
$27.3M 3.89%
447,576
+33,856
9
$26.2M 3.74%
535,366
+41,373
10
$25.6M 3.64%
381,239
+23,475
11
$25M 3.55%
+623,074
12
$24.1M 3.43%
827,553
+52,840
13
$16.7M 2.38%
455,376
+18,301
14
$11.7M 1.67%
144,442
+20,267
15
$11.1M 1.59%
375,785
+1,709
16
$10.9M 1.56%
372,645
+19,014
17
$10.6M 1.51%
308,388
+24,686
18
$10.2M 1.46%
68,024
-4,439
19
$7.61M 1.08%
642,666
+12,072
20
$6.77M 0.96%
59,736
+828
21
$5.32M 0.76%
132,304
-3,773
22
$5.28M 0.75%
128,717
-4,532
23
$4.46M 0.63%
279,840
+9,054
24
$4.36M 0.62%
173,375
+13,336
25
$3.98M 0.57%
147,932
+10,856
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