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
$209M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$4.47M
3
+$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.59M

Top Sells

1
+$11.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.78%
19,633
+1,699
27
$1.44M 0.69%
55,534
+9,248
28
$1.13M 0.54%
+22,722
29
$929K 0.44%
6,249
+131
30
$638K 0.31%
59,766
-1,104
31
$598K 0.29%
28,734
+4,006
32
$233K 0.11%
+2,771
1
2