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
$2.08B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.59M
3
+$5.26M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$5.11M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.67M

Top Sells

1
+$10.4M
2
+$3.63M
3
+$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.14%
136,109
+49,590
52
$2.41M 0.12%
48,610
+6,821
53
$2.23M 0.11%
10,677
+3,434
54
$2.14M 0.1%
69,527
+21,672
55
$1.99M 0.1%
10,649
-7,763
56
$1.89M 0.09%
6,133
+658
57
$1.88M 0.09%
22,868
+4,982
58
$1.88M 0.09%
111,621
+6,735
59
$1.86M 0.09%
17,314
-155
60
$1.74M 0.08%
75,720
+9,658
61
$1.71M 0.08%
47,599
+9,966
62
$1.6M 0.08%
20,207
-4,411
63
$1.57M 0.08%
52,793
+10,690
64
$1.52M 0.07%
7,075
+1,514
65
$1.35M 0.06%
617,334
+390,888
66
$1.27M 0.06%
13,669
+3,187
67
$1.27M 0.06%
8,329
+305
68
$1.23M 0.06%
39,918
+2,080
69
$1.19M 0.06%
+70,865
70
$1.18M 0.06%
7,678
-5,522
71
$1.13M 0.05%
37,042
+3,168
72
$1.09M 0.05%
4,575
+75
73
$1.07M 0.05%
26,066
+3,044
74
$1.06M 0.05%
46,359
+2,707
75
$1.01M 0.05%
+7,301
1 2
3
4