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
$736M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.1M
3
+$8.48M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.49M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.38M

Top Sells

1
+$1.14M
2
+$584K
3
+$576K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$568K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$414K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$152M 20.69%
1,320,370
+18,493
2
$85.5M 11.62%
330,958
+32,814
3
$69.9M 9.49%
1,339,107
+124,356
4
$57.1M 7.75%
1,983,905
+392,075
5
$48.4M 6.58%
863,194
+197,483
6
$34.9M 4.74%
1,332,356
+145,467
7
$31.3M 4.25%
1,358,443
+189,847
8
$27.1M 3.68%
768,539
+61,134
9
$26.6M 3.61%
532,724
+49,926
10
$25.4M 3.45%
627,326
+50,909
11
$24.4M 3.31%
1,019,814
+100,736
12
$23.3M 3.16%
407,143
+15,250
13
$15.2M 2.06%
482,977
+19,075
14
$14.2M 1.93%
179,851
+14,596
15
$11.1M 1.51%
367,124
-18,784
16
$10M 1.36%
418,306
+38,882
17
$9.52M 1.29%
334,627
+17,249
18
$7.38M 1%
57,323
-8,878
19
$6.16M 0.84%
63,706
+699
20
$5.83M 0.79%
579,132
-57,210
21
$4.93M 0.67%
147,619
+16,075
22
$4.06M 0.55%
120,842
-9,270
23
$3.66M 0.5%
283,140
+2,470
24
$3.64M 0.49%
118,559
-4,160
25
$3.63M 0.49%
175,703
-122
1
2 3