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
$1.63B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$23.2M
3
+$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

1
+$23.2M
2
+$21.6M
3
+$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 0.45%
231,396
+12,141
27
$7.09M 0.44%
377,194
+20,874
28
$5.27M 0.32%
195,218
+22,486
29
$5.17M 0.32%
58,229
+19,987
30
$5.11M 0.31%
56,259
+14,418
31
$4.88M 0.3%
186,133
+76,857
32
$4.8M 0.3%
90,026
+18,737
33
$4.79M 0.29%
156,249
+14,057
34
$4.72M 0.29%
54,767
+6,727
35
$4.55M 0.28%
46,397
+11,392
36
$4.07M 0.25%
32,409
+4,576
37
$3.46M 0.21%
63,246
+27,124
38
$3.43M 0.21%
15,326
+1,090
39
$3.28M 0.2%
119,525
+7,672
40
$2.87M 0.18%
55,055
+43,990
41
$2.81M 0.17%
+55,194
42
$2.65M 0.16%
86,830
+10,873
43
$2.65M 0.16%
31,273
+23,857
44
$2.6M 0.16%
30,880
+23,261
45
$2.58M 0.16%
49,197
+1,731
46
$2.16M 0.13%
49,830
+7,190
47
$1.99M 0.12%
15,277
-10,530
48
$1.86M 0.11%
18,564
+2,020
49
$1.64M 0.1%
102,186
+15,630
50
$1.57M 0.1%
8,479
+295
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