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
Cap. Flow
+$39M
Cap. Flow %
1.41%
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