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
$2.76B
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.3M
3
+$9.24M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.62M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M

Top Sells

1
+$9.88M
2
+$7.31M
3
+$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 0.59%
732,687
+184,308
27
$15.1M 0.55%
233,325
+29,543
28
$14.7M 0.53%
298,641
+15,940
29
$13.1M 0.48%
355,053
-21,088
30
$12.3M 0.45%
282,695
+5,041
31
$12.3M 0.45%
455,128
+13,818
32
$12.1M 0.44%
156,898
+4,170
33
$9.65M 0.35%
94,226
-4,533
34
$9.63M 0.35%
287,430
+18,798
35
$9.54M 0.35%
227,283
+8,107
36
$9.26M 0.34%
200,274
+11,111
37
$9.24M 0.33%
+38,948
38
$8.86M 0.32%
528,358
-25,196
39
$8.65M 0.31%
168,076
-527
40
$8.44M 0.31%
47,277
+1,437
41
$8.4M 0.3%
112,203
+4,817
42
$7.03M 0.25%
134,207
+21,213
43
$7M 0.25%
72,135
+10,324
44
$6.88M 0.25%
27,964
-8,136
45
$6.87M 0.25%
136,967
+6,845
46
$6.81M 0.25%
+55,040
47
$6.65M 0.24%
92,302
+1,290
48
$6.28M 0.23%
552,378
+79,166
49
$6.04M 0.22%
133,053
+3,931
50
$5.87M 0.21%
63,936
+3,789
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