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
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.24%
52,493
+347
52
$4.26M 0.23%
37,911
+136
53
$4.22M 0.23%
87,048
-29,838
54
$3.57M 0.2%
18,849
+6,739
55
$3.43M 0.19%
129,656
-4,417
56
$3.36M 0.19%
17,987
+2,507
57
$3.21M 0.18%
156,030
-3,356
58
$3.15M 0.17%
112,666
-2,161
59
$3M 0.17%
67,646
+18,717
60
$2.91M 0.16%
31,399
+9,922
61
$2.81M 0.16%
112,651
+1,511
62
$2.61M 0.14%
94,004
+62,340
63
$2.53M 0.14%
+35,407
64
$2.38M 0.13%
40,238
-3,189
65
$2.14M 0.12%
+46,074
66
$2.05M 0.11%
98,677
+42,939
67
$2.04M 0.11%
28,079
+9,745
68
$1.96M 0.11%
143,076
+10,074
69
$1.87M 0.1%
101,881
-1,353
70
$1.8M 0.1%
7,220
-131
71
$1.58M 0.09%
65,536
-2,264
72
$1.57M 0.09%
11,365
+574
73
$1.55M 0.09%
13,556
-3,676
74
$1.5M 0.08%
19,198
-3,428
75
$1.44M 0.08%
45,885
-850
1 2
3
4 5