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
$1.1B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$12.4M
3
+$9.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$8.25M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.79M

Top Sells

1
+$286K
2
+$124K
3
+$78.7K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$44.9K
5
VB icon
Vanguard Small-Cap ETF
VB
+$39.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$197M 17.96%
1,668,560
+243,123
2
$183M 16.66%
2,443,335
+165,880
3
$133M 12.07%
1,028,611
+63,971
4
$111M 10.07%
1,639,732
+139,253
5
$52.2M 4.75%
1,616,796
+148,357
6
$46.4M 4.23%
1,646,350
+158,815
7
$36.9M 3.36%
610,416
+43,068
8
$36.8M 3.35%
708,064
+39,555
9
$35.8M 3.26%
933,886
+117,236
10
$34.7M 3.16%
1,285,476
+135,239
11
$22.7M 2.07%
324,355
+27,805
12
$21.6M 1.96%
531,822
+7,839
13
$19.4M 1.76%
233,796
+37,929
14
$13.6M 1.24%
464,337
+24,898
15
$13.4M 1.22%
372,565
+12,823
16
$13.4M 1.22%
433,141
+38,761
17
$9.26M 0.84%
55,084
-1,702
18
$9.09M 0.83%
221,974
+31,660
19
$8.49M 0.77%
76,901
+5,003
20
$8.13M 0.74%
619,992
+53,040
21
$6.44M 0.59%
151,611
+6,983
22
$6.35M 0.58%
20,802
+7,897
23
$5.1M 0.46%
193,502
+17,409
24
$4.93M 0.45%
312,600
+32,726
25
$4.45M 0.41%
13,349
+7,192
1
2 3