SWM
SigFig Wealth Management Portfolio holdings
AUM $2.77B
This Quarter Return
-0.59%
1 Year Return
+3.94%
3 Year Return
+7.79%
5 Year Return
+51.24%
10 Year Return
–
AUM
$2.77B
AUM Growth
+$4.18M (+0.2%)
Cap. Flow
+$39M
Cap. Flow % of AUM
1.41%
Top 10 Holdings %Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6
Top Buys
1 | $18.4M | |
2 | $7.73M | |
3 | $6.94M | |
4 | $5.71M | |
5 | $4.18M |
Top Sells
1 | $13M | |
2 | $9.24M | |
3 | $6.81M | |
4 | $4.35M | |
5 | $3.12M |
Sector Composition
1 | Technology | 0.01% |