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
$2.14B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$7.95M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.32M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.18M

Top Sells

1
+$6.15M
2
+$1.74M
3
+$493K
4
IXN icon
iShares Global Tech ETF
IXN
+$348K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$286K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$369M 17.23%
3,469,106
+100,772
2
$241M 11.29%
2,121,720
+94,002
3
$178M 8.3%
1,866,021
+66,473
4
$145M 6.79%
2,745,634
+150,170
5
$145M 6.79%
793,779
+33,286
6
$119M 5.57%
3,376,665
+175,243
7
$106M 4.97%
2,875,605
+161,122
8
$91.9M 4.29%
1,973,216
+71,073
9
$76.6M 3.58%
1,922,091
+85,127
10
$76.1M 3.56%
1,305,067
+77,671
11
$66.1M 3.09%
903,554
+33,667
12
$64.1M 3%
2,439,259
+133,682
13
$48M 2.24%
419,181
+19,656
14
$39.5M 1.85%
739,575
-5,343
15
$23.7M 1.11%
686,443
+19,611
16
$23.3M 1.09%
606,373
+43,376
17
$23M 1.08%
53,703
+5,562
18
$20.5M 0.96%
411,338
+48,217
19
$19.3M 0.9%
674,204
+17,976
20
$18.2M 0.85%
52,367
+13,273
21
$14.2M 0.66%
136,623
+5,687
22
$13M 0.61%
232,739
+24,012
23
$12.9M 0.61%
731,928
-11,112
24
$12.5M 0.59%
118,731
+20,892
25
$11.7M 0.55%
52,184
-2,188
1
2 3 4