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
$1.63B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$23.2M
3
+$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

1
+$23.2M
2
+$21.6M
3
+$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.1%
15,296
+2,394
52
$1.46M 0.09%
56,814
+1,872
53
$1.38M 0.08%
+47,186
54
$1.37M 0.08%
6,177
+342
55
$1.17M 0.07%
13,389
+1,248
56
$1.09M 0.07%
21,222
+6,192
57
$1.07M 0.07%
9,836
-2,382
58
$1.02M 0.06%
33,286
+2,818
59
$1.01M 0.06%
44,875
+1,348
60
$939K 0.06%
+17,192
61
$869K 0.05%
30,277
+125
62
$835K 0.05%
3,781
-307
63
$807K 0.05%
39,280
+804
64
$747K 0.05%
+28,476
65
$654K 0.04%
3,055
+412
66
$650K 0.04%
+17,152
67
$635K 0.04%
+3,946
68
$545K 0.03%
9,900
-1,662
69
$523K 0.03%
4,506
-908
70
$400K 0.02%
1,556
+761
71
$331K 0.02%
2,047
72
$279K 0.02%
+5,700
73
$236K 0.01%
3,417
-5,543
74
$224K 0.01%
+1,701
75
$208K 0.01%
+2,353
1 2
3
4