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
$935M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$114M
3
+$12.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.1M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.12M

Top Sells

1
+$101M
2
+$57.1M
3
+$38.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$492K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 18.02%
1,425,437
+105,067
2
$158M 16.91%
2,277,455
+1,870,312
3
$114M 12.21%
964,640
+961,356
4
$93.9M 10.04%
1,500,479
+161,372
5
$44.5M 4.76%
1,468,439
+136,083
6
$39.6M 4.23%
1,487,535
+129,092
7
$32.4M 3.47%
567,348
+34,624
8
$31.8M 3.4%
668,509
+41,183
9
$30.8M 3.29%
1,150,237
+130,423
10
$30.5M 3.27%
816,650
+48,111
11
$20.3M 2.17%
296,550
-566,644
12
$19.8M 2.12%
523,983
+41,006
13
$16.2M 1.73%
195,867
+16,016
14
$12.2M 1.3%
394,380
+27,256
15
$12.1M 1.3%
439,439
+21,133
16
$12M 1.29%
359,742
+25,115
17
$8.85M 0.95%
56,786
-537
18
$7.85M 0.84%
71,898
+8,192
19
$7.38M 0.79%
190,314
+42,695
20
$6.9M 0.74%
566,952
-12,180
21
$5.72M 0.61%
144,628
+23,786
22
$4.29M 0.46%
176,093
+390
23
$4.16M 0.45%
279,874
-3,266
24
$3.96M 0.42%
128,762
+10,203
25
$3.71M 0.4%
42,782
+4,074
1
2 3