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
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.33M
3
+$5.85M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.96M

Top Sells

1
+$11.7M
2
+$7.95M
3
+$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.54%
47,684
-1,372
27
$10.7M 0.53%
134,494
-1,125
28
$8.12M 0.4%
248,211
+64,793
29
$8.07M 0.4%
99,743
-3,993
30
$7.85M 0.39%
172,075
+39,927
31
$7.56M 0.38%
203,854
-214,440
32
$7.32M 0.36%
423,544
+5,660
33
$7.1M 0.35%
266,769
-4,464
34
$6.9M 0.34%
147,628
+48,239
35
$6.31M 0.31%
66,743
-731
36
$6.17M 0.31%
116,886
+16,085
37
$6.1M 0.3%
37,775
-17,479
38
$6.05M 0.3%
115,073
-929
39
$5.92M 0.29%
116,473
+174
40
$5.75M 0.29%
77,784
+7,909
41
$5.64M 0.28%
272,730
+15,360
42
$5.54M 0.28%
46,589
-4,329
43
$5.29M 0.26%
176,161
-228
44
$4.49M 0.22%
52,146
-6,955
45
$4.42M 0.22%
126,964
+39,161
46
$4.24M 0.21%
117,816
+27,333
47
$4.11M 0.2%
19,356
-2,724
48
$3.83M 0.19%
69,126
+16,541
49
$3.8M 0.19%
24,160
-29,200
50
$3.39M 0.17%
56,867
+39,643
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