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
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.58%
137,072
+2,578
27
$9.15M 0.5%
+180,138
28
$8.86M 0.49%
151,334
+146,467
29
$8.23M 0.45%
+114,247
30
$7.98M 0.44%
184,520
+12,445
31
$7.45M 0.41%
97,063
-2,680
32
$7.37M 0.41%
423,724
+180
33
$6.91M 0.38%
276,355
+9,586
34
$6.85M 0.38%
+55,198
35
$6.6M 0.36%
175,541
+48,577
36
$6.47M 0.36%
69,052
+22,463
37
$6.44M 0.36%
68,007
+11,140
38
$6.17M 0.34%
82,266
+4,482
39
$6.09M 0.34%
265,560
-7,170
40
$5.91M 0.33%
+42,554
41
$5.84M 0.32%
249,853
+45,999
42
$5.45M 0.3%
117,003
+1,930
43
$5.39M 0.3%
+40,843
44
$5.24M 0.29%
24,368
+5,012
45
$5.12M 0.28%
85,974
+16,848
46
$5.08M 0.28%
66,333
-410
47
$5.06M 0.28%
148,990
+31,174
48
$4.98M 0.27%
162,596
-13,565
49
$4.63M 0.26%
51,243
-74,073
50
$4.47M 0.25%
141,782
+37,057
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