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
$2.49B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.07M
3
+$6.35M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.38M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.88M

Top Sells

1
+$20.1M
2
+$9.32M
3
+$7.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.92M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.28M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$341M 13.68%
3,624,546
-80,389
2
$256M 10.26%
2,720,899
+75,184
3
$168M 6.72%
1,991,675
+23,213
4
$146M 5.83%
3,329,894
+111,580
5
$123M 4.92%
4,083,961
+162,468
6
$119M 4.76%
2,363,620
-43,043
7
$90.6M 3.63%
1,406,884
+217,877
8
$90.1M 3.61%
628,648
-10,120
9
$87.8M 3.52%
2,026,716
-27,949
10
$85.1M 3.41%
2,967,950
+76,517
11
$81.6M 3.27%
189,956
-21,706
12
$73.4M 2.94%
777,710
-9,377
13
$70.9M 2.84%
4,739,462
+174,311
14
$65M 2.6%
1,362,827
-24,559
15
$63.7M 2.55%
1,834,616
+59,936
16
$52.7M 2.11%
1,204,488
-51,913
17
$50M 2%
606,064
-243,896
18
$34.4M 1.38%
87,503
-4,175
19
$29.4M 1.18%
1,209,029
-79,922
20
$28.4M 1.14%
518,350
-31,077
21
$24.6M 0.99%
126,400
-10,835
22
$22.2M 0.89%
216,968
+977
23
$21.7M 0.87%
552,686
-12,409
24
$19.5M 0.78%
404,906
-49,557
25
$17.4M 0.7%
542,876
-27,273
1
2 3 4 5