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
$1.99B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$31.6M
3
+$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$18.6M

Top Sells

1
+$62.2M
2
+$36.8M
3
+$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.73M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.1%
20,061
+786
52
$1.72M 0.09%
98,922
-3,858
53
$1.71M 0.09%
30,165
+18,951
54
$1.65M 0.08%
45,974
+2,494
55
$1.64M 0.08%
64,054
-352
56
$1.63M 0.08%
72,956
+21,593
57
$1.6M 0.08%
14,816
+2,044
58
$1.45M 0.07%
7,225
-1,669
59
$1.36M 0.07%
17,320
-2,272
60
$1.34M 0.07%
25,540
+1,085
61
$1.26M 0.06%
43,409
+10,769
62
$1.25M 0.06%
25,153
+12,877
63
$1.23M 0.06%
14,092
-3,393
64
$1.15M 0.06%
36,816
+1,030
65
$1.15M 0.06%
3,955
+1,107
66
$1.11M 0.06%
+35,190
67
$1.06M 0.05%
4,848
+1,135
68
$1.02M 0.05%
4,318
-2,483
69
$985K 0.05%
43,130
-1,692
70
$976K 0.05%
27,014
+14,107
71
$956K 0.05%
33,830
-3,744
72
$832K 0.04%
3,802
-198
73
$744K 0.04%
9,492
+4,829
74
$736K 0.04%
5,439
+1,861
75
$653K 0.03%
16,748
+6,608
1 2
3
4