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
$470M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.88M
3
+$3.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.46M

Top Sells

1
+$1.23M
2
+$1.11M
3
+$803K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$291K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$146K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.79%
261,714
+16,226
27
$3.55M 0.76%
150,382
-4,318
28
$3.49M 0.74%
118,084
-3,996
29
$3.48M 0.74%
137,704
-5,780
30
$3.23M 0.69%
38,695
-893
31
$2.91M 0.62%
26,608
-2,661
32
$2.03M 0.43%
91,251
-4,210
33
$1.77M 0.38%
12,858
+4,620
34
$1.68M 0.36%
37,463
-587
35
$1.45M 0.31%
10,896
+557
36
$1.28M 0.27%
47,404
+5,322
37
$890K 0.19%
35,688
+832
38
$655K 0.14%
8,798
+393
39
$654K 0.14%
24,566
-356
40
$612K 0.13%
62,064
-1,488
41
$505K 0.11%
6,390
+2,420
42
$461K 0.1%
24,034
-1,618
43
$460K 0.1%
+3,364
44
$389K 0.08%
3,572
+63
45
$371K 0.08%
+2,839
46
$340K 0.07%
+2,984
47
$201K 0.04%
+4,541
1
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