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
$1.99B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$31.6M
3
+$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$18.6M

Top Sells

1
+$62.2M
2
+$36.8M
3
+$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.73M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.51%
205,412
+13,232
27
$9.63M 0.48%
97,839
+26,348
28
$8.09M 0.41%
418,384
-3,972
29
$7.86M 0.39%
257,827
+4,982
30
$7.16M 0.36%
56,084
+20,820
31
$6.5M 0.33%
72,646
+7,806
32
$6.41M 0.32%
100,070
+2,982
33
$6.15M 0.31%
35,001
+30,003
34
$6.08M 0.3%
224,066
+7,640
35
$6.05M 0.3%
197,481
+18,709
36
$5.98M 0.3%
58,421
+6,569
37
$5.91M 0.3%
110,909
+11,292
38
$5.79M 0.29%
67,156
+8,073
39
$5.19M 0.26%
195,780
-45,667
40
$4.06M 0.2%
79,931
+2,350
41
$4.03M 0.2%
132,574
+8,453
42
$3.84M 0.19%
36,097
+13,050
43
$3.83M 0.19%
15,861
-579
44
$3.55M 0.18%
114,074
+12,913
45
$3.4M 0.17%
61,988
+19,484
46
$3.19M 0.16%
37,353
-2,171
47
$3.13M 0.16%
53,276
+1,096
48
$2.79M 0.14%
51,035
-31,379
49
$2.05M 0.1%
68,138
+8,293
50
$2.02M 0.1%
48,765
-17,193
1
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