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
$2.08B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.59M
3
+$5.26M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$5.11M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.67M

Top Sells

1
+$10.4M
2
+$3.63M
3
+$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.55%
51,279
-905
27
$10.7M 0.52%
135,960
-768
28
$8.56M 0.41%
475,520
+27,158
29
$8.51M 0.41%
102,451
+28,440
30
$8.33M 0.4%
298,029
+13,181
31
$8.13M 0.39%
49,656
-18,453
32
$7.59M 0.36%
+97,867
33
$6.47M 0.31%
281,566
+53,782
34
$6.45M 0.31%
67,360
+2,290
35
$6.41M 0.31%
281,736
+48,173
36
$6.12M 0.29%
115,988
-3,598
37
$5.76M 0.28%
198,095
-6,891
38
$5.72M 0.27%
106,839
+13,003
39
$5.1M 0.25%
60,314
-7,493
40
$5.09M 0.24%
94,487
-1,287
41
$4.95M 0.24%
27,263
-16,544
42
$3.96M 0.19%
48,923
+9,839
43
$3.82M 0.18%
94,046
-36,336
44
$3.81M 0.18%
16,154
+1,441
45
$3.64M 0.18%
67,755
+28,235
46
$3.59M 0.17%
114,831
-11,755
47
$3.45M 0.17%
119,308
+2,358
48
$2.98M 0.14%
107,557
+61,642
49
$2.9M 0.14%
47,024
-3,569
50
$2.89M 0.14%
84,455
+29,970
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