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
$483M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.31M
3
+$8.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.72M

Top Sells

1
+$11.8M
2
+$690K
3
+$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$142K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$117K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 0.85%
245,488
-4,476
27
$3.98M 0.82%
154,700
+1,674
28
$3.6M 0.75%
143,484
-3,504
29
$3.6M 0.74%
122,080
+2,844
30
$3.29M 0.68%
39,588
+1,105
31
$3.24M 0.67%
29,269
-629
32
$2.3M 0.48%
95,461
-408
33
$1.84M 0.38%
38,050
+1,557
34
$1.74M 0.36%
10,339
+2,745
35
$1.33M 0.28%
8,238
-722
36
$1.15M 0.24%
42,082
+4,510
37
$864K 0.18%
34,856
-3,832
38
$737K 0.15%
63,552
+1,362
39
$678K 0.14%
8,405
+1,918
40
$672K 0.14%
24,922
-1,396
41
$535K 0.11%
25,652
-1,618
42
$379K 0.08%
3,509
+423
43
$312K 0.06%
3,970
+524
44
– –
-221,632
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