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
$2.58B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$124M
3
+$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.9M

Top Sells

1
+$5.36M
2
+$3.31M
3
+$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 0.71%
517,801
-14,279
27
$13.8M 0.53%
387,557
+63,636
28
$12.9M 0.5%
57,293
+870
29
$12.9M 0.5%
273,040
+51,942
30
$11.7M 0.45%
238,739
+6,011
31
$11.2M 0.44%
645,243
-8,931
32
$10.6M 0.41%
139,996
+2,924
33
$9.6M 0.37%
225,922
+41,402
34
$9.57M 0.37%
165,784
+14,450
35
$9.03M 0.35%
119,820
+5,573
36
$8.61M 0.33%
214,341
+38,800
37
$8.41M 0.33%
166,163
-13,975
38
$7.76M 0.3%
58,201
+3,003
39
$7.36M 0.29%
424,438
+714
40
$7.31M 0.28%
97,336
+273
41
$6.92M 0.27%
44,271
+1,717
42
$6.8M 0.26%
279,893
+3,538
43
$6.78M 0.26%
72,099
+3,047
44
$6.62M 0.26%
71,105
+3,098
45
$6.51M 0.25%
184,065
+35,075
46
$6.35M 0.25%
42,402
+1,559
47
$6.1M 0.24%
263,950
-1,610
48
$6.07M 0.24%
101,158
+15,184
49
$5.85M 0.23%
255,956
+6,103
50
$5.82M 0.23%
79,104
-3,162
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