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
$564M
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$5.36M
3
+$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.67M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.38M

Top Sells

1
+$623K
2
+$360K
3
+$244K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$219K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$147K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.71%
257,098
-4,616
27
$3.91M 0.69%
150,279
-103
28
$3.58M 0.63%
120,308
+2,224
29
$3.45M 0.61%
133,078
-4,626
30
$3.28M 0.58%
38,957
+262
31
$3.03M 0.54%
26,777
+169
32
$2.38M 0.42%
15,116
+2,258
33
$2.35M 0.42%
90,480
-771
34
$1.94M 0.34%
37,452
-11
35
$1.72M 0.31%
11,261
+365
36
$1.43M 0.25%
51,510
+4,106
37
$868K 0.15%
34,600
-1,088
38
$769K 0.14%
8,850
+52
39
$703K 0.12%
62,412
+348
40
$666K 0.12%
24,236
-330
41
$662K 0.12%
4,121
+757
42
$516K 0.09%
6,354
-36
43
$498K 0.09%
22,436
-1,598
44
$423K 0.08%
3,260
+276
45
$421K 0.07%
3,789
+217
46
$416K 0.07%
2,725
-114
47
$230K 0.04%
4,598
+57
1
2