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
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 0.57%
231,727
-1,598
27
$14.7M 0.53%
300,194
+1,553
28
$12.8M 0.46%
340,082
-14,971
29
$12.5M 0.45%
279,610
-3,085
30
$12.2M 0.44%
155,904
-994
31
$12.2M 0.44%
454,693
-435
32
$10.3M 0.37%
293,175
+5,745
33
$9.44M 0.34%
203,719
+3,445
34
$9.35M 0.34%
55,100
+7,823
35
$9.19M 0.33%
238,913
+11,630
36
$8.83M 0.32%
568,911
+40,553
37
$8.74M 0.32%
94,480
+254
38
$8.55M 0.31%
111,915
-288
39
$8.27M 0.3%
170,481
+2,405
40
$8.25M 0.3%
89,450
+33,046
41
$6.66M 0.24%
35,291
+11,649
42
$6.6M 0.24%
26,777
-1,187
43
$6.53M 0.24%
89,047
-3,255
44
$6.49M 0.23%
130,996
-5,971
45
$6.41M 0.23%
107,779
-26,428
46
$6.13M 0.22%
566,906
+14,528
47
$6.11M 0.22%
132,045
-1,008
48
$5.94M 0.21%
34,765
+1,116
49
$5.85M 0.21%
83,551
-1,047
50
$5.71M 0.21%
+70,194
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