SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$58.9M
Cap. Flow %
2.13%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$424M15.31%3,489,882
+10,384
+0.3%
+$1.26M
$305M11.02%3,092,836
+70,406
+2%
+$6.94M
$204M7.38%1,866,815
+706
+0%
+$77.2K
$188M6.8%4,092,523
+90,821
+2%
+$4.18M
$164M5.92%4,550,788
+23,002
+0.5%
+$828K
$114M4.11%1,976,940
+3,374
+0.2%
+$194K
$111M4.01%3,339,240
+47,582
+1%
+$1.58M
$101M3.67%586,476
-25,132
-4%
-$4.35M
$94.6M3.42%1,244,543
+6,363
+0.5%
+$484K
$88.4M3.19%6,566,707
+63,574
+1%
+$856K
$82.5M2.98%2,244,687
+49,278
+2%
+$1.81M
$75M2.71%721,295
+15,280
+2%
+$1.59M
$72.8M2.63%1,350,526
+38,566
+3%
+$2.08M
$65.6M2.37%726,829
+19,532
+3%
+$1.76M
$49.8M1.8%89,194
+33,052
+59%
+$18.4M
$34.1M1.23%132,459
+30,059
+29%
+$7.73M
$33.8M1.22%66,076
-338
-0.5%
-$173K
$31.1M1.12%668,871
+19,723
+3%
+$917K
$30.8M1.11%650,263
+22,293
+4%
+$1.06M
$27.9M1.01%549,578
-8,051
-1%
-$409K
$25.4M0.92%507,386
+11,386
+2%
+$571K
$23.5M0.85%543,320
+8,079
+2%
+$350K
$21.8M0.79%341,551
-13,602
-4%
-$870K
$20M0.72%571,599
+29,007
+5%
+$1.01M
$19.5M0.71%908,659
+175,972
+24%
+$3.78M