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
$1.38B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$13.6M
3
+$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$6.81M

Top Sells

1
+$5.18M
2
+$733K
3
+$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$469K
5
IYG icon
iShares US Financial Services ETF
IYG
+$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.08%
12,902
+3,637
52
$1.06M 0.08%
12,141
+1,412
53
$1.04M 0.08%
+14,995
54
$946K 0.07%
30,468
+4,328
55
$921K 0.07%
43,527
-1,431
56
$890K 0.06%
+16,044
57
$820K 0.06%
30,152
+1,267
58
$803K 0.06%
14,720
+9,650
59
$801K 0.06%
4,088
+87
60
$752K 0.05%
15,030
+3,474
61
$730K 0.05%
38,476
+8,628
62
$654K 0.05%
7,416
+244
63
$635K 0.05%
5,414
+1,242
64
$631K 0.05%
11,562
+2,886
65
$608K 0.04%
8,960
+2,526
66
$559K 0.04%
+7,619
67
$515K 0.04%
2,643
-98
68
$509K 0.04%
11,065
+3,455
69
$349K 0.03%
+2,047
70
$333K 0.02%
2,776
+536
71
$310K 0.02%
1,954
+714
72
$201K 0.01%
+795
73
– –
-6,687
74
– –
-3,213
75
– –
-11,052
1 2
3
4