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
$2.63B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.23M
3
+$4.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$2.7M

Top Sells

1
+$33.5M
2
+$13.2M
3
+$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 0.63%
502,977
-39,899
27
$16M 0.61%
445,940
-43,483
28
$15.4M 0.58%
141,778
-75,190
29
$14.6M 0.56%
338,471
+38,525
30
$13.4M 0.51%
302,511
+43,798
31
$12.1M 0.46%
244,673
+12,186
32
$11.3M 0.43%
147,191
+10,381
33
$10.6M 0.4%
46,919
-4,869
34
$10.1M 0.38%
124,823
-21,340
35
$9.73M 0.37%
575,136
+1,824
36
$9.43M 0.36%
147,693
+22,313
37
$8.84M 0.34%
232,581
+31,140
38
$7.81M 0.3%
102,233
+5,722
39
$6.84M 0.26%
426,362
+36,848
40
$6.51M 0.25%
88,371
+8,082
41
$6.48M 0.25%
44,027
+1,707
42
$6.33M 0.24%
+61,373
43
$6.31M 0.24%
322,121
+63,446
44
$6.23M 0.24%
+133,642
45
$6.09M 0.23%
189,969
+27,959
46
$6.05M 0.23%
301,710
+39,660
47
$5.87M 0.22%
112,591
-12,810
48
$5.64M 0.21%
123,959
+18,298
49
$5.58M 0.21%
21,580
-832
50
$5.51M 0.21%
118,791
+1,869
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