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
$812M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.1M
3
+$8.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.13M

Top Sells

1
+$297K
2
+$166K
3
+$97.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$81K
5
VV icon
Vanguard Large-Cap ETF
VV
+$66.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.45%
122,719
+1,377
27
$3.65M 0.45%
43,153
+2,655
28
$3.13M 0.39%
26,870
+669
29
$2.66M 0.33%
95,390
+230
30
$2.31M 0.28%
12,928
-933
31
$2.05M 0.25%
37,496
+64
32
$2.02M 0.25%
12,191
+646
33
$1.65M 0.2%
57,848
+1,977
34
$984K 0.12%
38,992
+8
35
$925K 0.11%
5,189
-192
36
$807K 0.1%
63,030
-1,560
37
$790K 0.1%
27,904
-230
38
$611K 0.08%
3,687
-286
39
$581K 0.07%
6,929
-324
40
$560K 0.07%
24,380
-1,084
41
$545K 0.07%
+1,844
42
$465K 0.06%
3,146
-447
43
$351K 0.04%
3,084
+265
44
$266K 0.03%
11,912
-130
45
$226K 0.03%
+3,992
46
$205K 0.03%
+2,540
1
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