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
$1.91B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$11.4M
3
+$11.1M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$6.99M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.83M

Top Sells

1
+$20.2M
2
+$13M
3
+$10.3M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.66M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.77M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$306M 16.03%
3,595,716
-237,075
2
$225M 11.79%
2,318,029
+114,505
3
$137M 7.18%
1,900,968
-9,540
4
$129M 6.75%
2,902,424
+157,555
5
$97.4M 5.1%
3,911,549
+274,226
6
$76.1M 3.99%
584,669
-21,241
7
$72.8M 3.82%
2,804,985
-396,013
8
$72.7M 3.81%
1,979,099
-3,188
9
$65.1M 3.42%
799,781
+39,353
10
$64M 3.35%
716,171
-884
11
$63.5M 3.33%
3,877,080
+2,479,965
12
$56.5M 2.96%
991,273
+27,344
13
$55.6M 2.91%
1,644,079
-10,726
14
$51.7M 2.71%
1,131,549
-285,568
15
$35.2M 1.84%
634,323
-42,133
16
$26.2M 1.37%
105,552
+45,786
17
$25.4M 1.33%
60,927
+2,113
18
$22.4M 1.17%
492,077
+15,251
19
$21.4M 1.12%
668,207
+24,294
20
$21.1M 1.1%
561,095
+6,811
21
$17.4M 0.91%
614,719
-13,971
22
$16.2M 0.85%
142,854
+6,744
23
$12.6M 0.66%
231,874
-2,347
24
$12M 0.63%
649,320
-55,344
25
$11.7M 0.61%
262,297
-21,223
1
2 3 4