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
$1.38B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$13.6M
3
+$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$6.81M

Top Sells

1
+$5.18M
2
+$733K
3
+$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$469K
5
IYG icon
iShares US Financial Services ETF
IYG
+$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 0.46%
356,320
+43,720
27
$6.14M 0.44%
16,361
+3,012
28
$4.84M 0.35%
172,732
+29,608
29
$4.37M 0.32%
142,192
+3,833
30
$4.15M 0.3%
48,040
+4,176
31
$3.85M 0.28%
71,289
+30,706
32
$3.84M 0.28%
35,005
+16,016
33
$3.6M 0.26%
41,841
+19,430
34
$3.56M 0.26%
25,807
+5,734
35
$3.55M 0.26%
27,833
+2,019
36
$3.55M 0.26%
38,242
+17,030
37
$3.02M 0.22%
14,236
-885
38
$2.98M 0.22%
109,276
+19,085
39
$2.84M 0.21%
111,853
+7,960
40
$2.37M 0.17%
75,957
+1,134
41
$2.3M 0.17%
47,466
-933
42
$1.99M 0.14%
36,122
+10,233
43
$1.79M 0.13%
42,640
+18,762
44
$1.67M 0.12%
16,544
+2,818
45
$1.44M 0.1%
8,184
+819
46
$1.41M 0.1%
54,942
+15,550
47
$1.37M 0.1%
30,123
+8,237
48
$1.35M 0.1%
+12,218
49
$1.31M 0.1%
86,556
+14,352
50
$1.21M 0.09%
5,835
+251
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