SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$58.9M
Cap. Flow %
2.13%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$5.48M0.2%442,544
+15,425
+4%
+$191K
$5.47M0.2%389,704
+11,352
+3%
+$159K
$5.25M0.19%17,123
-689
-4%
-$211K
$5.22M0.19%55,740
-8,196
-13%
-$768K
$4.45M0.16%53,243
-136
-0.3%
-$11.4K
$4.35M0.16%69,497
+17,359
+33%
+$1.09M
$4.16M0.15%41,240
-30,895
-43%
-$3.12M
$4.15M0.15%79,194
+871
+1%
+$45.6K
$4.12M0.15%51,467
-162,828
-76%
-$13M
$3.75M0.14%36,343
+32,854
+942%
+$3.39M
$3.7M0.13%118,953
-342
-0.3%
-$10.6K
$3.51M0.13%164,852
-3,696
-2%
-$78.7K
$3.25M0.12%12,707
+483
+4%
+$123K
$3.24M0.12%29,366
+606
+2%
+$66.8K
$3.04M0.11%100,875
-3,817
-4%
-$115K
$3M0.11%49,723
-1,326
-3%
-$80K
$2.99M0.11%21,271
+529
+3%
+$74.4K
$2.96M0.11%108,858
+936
+0.9%
+$25.5K
$2.92M0.11%52,840
-12,865
-20%
-$710K
$2.82M0.1%26,597
+2,125
+9%
+$225K
$2.62M0.09%45,038
+1,170
+3%
+$68.1K
$2.51M0.09%9,321
+8,432
+948%
+$2.27M
$2.37M0.09%189,175
+4,364
+2%
+$54.7K
$2.3M0.08%11,455
+628
+6%
+$126K
$2.27M0.08%39,070
+21,016
+116%
+$1.22M