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
$2.66B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.08M
3
+$3.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.1M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.96M

Top Sells

1
+$49.3M
2
+$20.7M
3
+$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.46M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$429M 16.12%
3,609,131
-12,651
2
$272M 10.21%
2,800,508
+20,241
3
$214M 8.05%
2,000,749
-4,763
4
$168M 6.31%
3,712,452
+134,540
5
$144M 5.4%
4,270,583
+57,650
6
$114M 4.27%
2,040,813
-5,682
7
$108M 4.07%
641,544
+6,498
8
$103M 3.87%
3,147,510
+31,562
9
$89.6M 3.37%
1,237,169
-88,110
10
$83.4M 3.14%
782,377
+3,101
11
$79.2M 2.98%
5,640,243
+191,637
12
$72.5M 2.73%
1,998,720
+60,860
13
$70M 2.63%
1,313,149
+2,633
14
$57.6M 2.17%
652,036
+14,854
15
$56.6M 2.13%
103,459
-37,863
16
$34.9M 1.31%
69,860
-3,772
17
$33.3M 1.25%
677,072
-215,135
18
$31.5M 1.18%
491,445
-770,332
19
$28.2M 1.06%
604,534
+46,773
20
$24.7M 0.93%
409,157
-34,505
21
$24.2M 0.91%
519,067
+63,436
22
$19M 0.71%
371,488
+32,465
23
$19M 0.71%
446,030
+51,681
24
$16.9M 0.63%
496,712
+7,766
25
$14.9M 0.56%
568,341
-208,680
1
2 3 4 5