SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$6.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.4M

Top Sells

1
+$19.9M
2
+$5.71M
3
+$5.66M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.21M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$475M 15.73%
3,537,670
+47,788
2
$312M 10.32%
3,155,331
+62,495
3
$225M 7.46%
1,866,322
-493
4
$190M 6.28%
4,120,866
+28,343
5
$178M 5.89%
4,494,944
-55,844
6
$126M 4.17%
1,978,894
+1,954
7
$123M 4.06%
3,303,512
-35,728
8
$107M 3.53%
556,928
-29,548
9
$102M 3.37%
1,223,169
-21,374
10
$86.1M 2.85%
6,610,640
+43,933
11
$85.7M 2.84%
2,291,910
+47,223
12
$83.5M 2.76%
1,396,782
+46,256
13
$81.2M 2.69%
741,743
+20,448
14
$68.2M 2.26%
740,299
+13,470
15
$48.8M 1.61%
174,811
+42,352
16
$37.6M 1.24%
66,349
+273
17
$36.1M 1.19%
673,120
+4,249
18
$35.2M 1.17%
57,030
-32,164
19
$31.9M 1.05%
672,813
+22,550
20
$30.5M 1.01%
537,607
-11,971
21
$29.3M 0.97%
517,362
+9,976
22
$28.5M 0.94%
1,170,658
+261,999
23
$24.6M 0.81%
566,243
+22,923
24
$24.5M 0.81%
607,058
+35,459
25
$24.2M 0.8%
325,115
-16,436
1
2 3 4 5