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
$2.72B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.2M
3
+$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M

Top Sells

1
+$31M
2
+$11M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.24M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 0.6%
488,946
-14,031
27
$16M 0.59%
315,807
-72,093
28
$15.9M 0.58%
66,585
-26,204
29
$15.2M 0.56%
420,377
-25,563
30
$12.8M 0.47%
261,180
+16,507
31
$12.3M 0.45%
114,054
-27,724
32
$11.4M 0.42%
148,789
+1,598
33
$11.2M 0.41%
165,097
+17,404
34
$10.5M 0.39%
260,886
+28,305
35
$9.73M 0.36%
41,009
-5,910
36
$9.2M 0.34%
540,159
-34,977
37
$7.91M 0.29%
104,851
+2,618
38
$7.58M 0.28%
89,059
-35,764
39
$7.24M 0.27%
44,025
-2
40
$6.93M 0.25%
+156,072
41
$6.85M 0.25%
212,540
+22,571
42
$6.7M 0.25%
92,245
+3,874
43
$6.56M 0.24%
143,646
+19,687
44
$6.45M 0.24%
418,660
-7,702
45
$6.08M 0.22%
31,170
+5,141
46
$5.82M 0.21%
339,042
+16,921
47
$5.75M 0.21%
126,152
+7,361
48
$5.74M 0.21%
326,742
+25,032
49
$5.49M 0.2%
59,358
+3,934
50
$5.48M 0.2%
20,056
-1,524
1
2
3 4 5