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
$2.75B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.7M
3
+$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M

Top Sells

1
+$31.5M
2
+$17.6M
3
+$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 0.52%
282,701
+7,038
27
$14.1M 0.51%
376,141
-17,482
28
$13.1M 0.47%
277,654
-64,847
29
$12M 0.44%
152,728
+230
30
$11.9M 0.43%
441,310
-127,031
31
$11.8M 0.43%
548,379
+152,397
32
$9.94M 0.36%
268,632
+31,990
33
$9.41M 0.34%
98,759
-6,553
34
$9.15M 0.33%
219,176
-73,489
35
$8.96M 0.33%
189,163
+24,536
36
$8.95M 0.32%
553,554
-6,219
37
$8.85M 0.32%
36,100
-1,905
38
$8.44M 0.31%
107,386
-2,903
39
$8.31M 0.3%
168,603
+2,304
40
$8.19M 0.3%
45,840
+1,025
41
$7.38M 0.27%
81,728
+663
42
$7.31M 0.27%
+90,236
43
$7.23M 0.26%
+137,282
44
$6.85M 0.25%
91,012
-3,347
45
$6.67M 0.24%
61,811
-2,881
46
$6.66M 0.24%
130,122
-58,553
47
$6.54M 0.24%
112,994
+63,225
48
$6.4M 0.23%
473,212
+19,030
49
$6.11M 0.22%
129,122
+92
50
$5.86M 0.21%
395,140
+28,042
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