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
$1.89B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$21.8M
3
+$19.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$15.8M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$13.6M

Top Sells

1
+$1.99M
2
+$1.64M
3
+$650K
4
IXN icon
iShares Global Tech ETF
IXN
+$563K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$545K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 16.14%
3,090,775
+235,928
2
$240M 12.67%
2,078,094
+188,663
3
$208M 10.98%
1,101,484
+105,090
4
$192M 10.13%
2,227,252
+183,898
5
$133M 7.03%
2,485,931
+254,401
6
$90.3M 4.77%
2,212,030
+217,217
7
$79.5M 4.2%
2,275,952
+201,396
8
$61.6M 3.26%
1,527,483
+143,388
9
$61.1M 3.23%
912,765
+75,820
10
$60.8M 3.22%
812,179
+64,294
11
$58.6M 3.1%
2,122,701
+196,983
12
$40.5M 2.14%
358,631
+6,029
13
$37M 1.96%
698,147
+78,641
14
$22.9M 1.21%
503,545
+71,782
15
$22.9M 1.21%
621,504
+73,167
16
$18.1M 0.96%
602,060
+84,843
17
$17.2M 0.91%
335,061
+34,296
18
$16.6M 0.88%
42,151
+6,417
19
$13.3M 0.7%
768,534
+45,840
20
$13.1M 0.69%
116,170
+16,064
21
$12.5M 0.66%
56,874
-2,251
22
$10.6M 0.56%
186,376
+18,816
23
$10.4M 0.55%
192,180
+13,652
24
$9.79M 0.52%
22,762
+3,571
25
$9.17M 0.49%
111,635
+11,710
1
2 3 4