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
$642M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.27M
3
+$6.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.58M

Top Sells

1
+$571K
2
+$225K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$65.1K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 0.68%
270,786
+13,688
27
$4.2M 0.65%
160,039
+9,760
28
$3.64M 0.57%
121,248
+940
29
$3.63M 0.57%
137,076
+3,998
30
$3.55M 0.55%
41,850
+2,893
31
$3.17M 0.49%
27,448
+671
32
$2.56M 0.4%
97,939
+7,459
33
$2.48M 0.39%
15,245
+129
34
$1.91M 0.3%
36,803
-649
35
$1.81M 0.28%
11,634
+373
36
$1.49M 0.23%
52,602
+1,092
37
$921K 0.14%
36,422
+1,822
38
$793K 0.12%
9,081
+231
39
$782K 0.12%
4,679
+558
40
$757K 0.12%
64,722
+2,310
41
$718K 0.11%
25,492
+1,256
42
$651K 0.1%
4,153
+1,428
43
$582K 0.09%
7,005
+651
44
$528K 0.08%
23,782
+1,346
45
$475K 0.07%
3,526
+266
46
$363K 0.06%
3,213
-576
47
$223K 0.03%
+10,306
48
$219K 0.03%
4,385
-213
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