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
$2.58B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$124M
3
+$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.9M

Top Sells

1
+$5.36M
2
+$3.31M
3
+$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.49M 0.21%
119,696
+2,693
52
$5.46M 0.21%
23,928
-440
53
$5.28M 0.2%
168,195
+26,413
54
$5.07M 0.2%
68,323
+1,990
55
$4.77M 0.19%
155,191
-7,405
56
$4.68M 0.18%
48,605
-2,638
57
$4.33M 0.17%
89,401
+2,353
58
$4.3M 0.17%
53,451
+958
59
$3.76M 0.15%
85,601
+17,955
60
$3.6M 0.14%
18,201
-648
61
$3.53M 0.14%
32,082
-5,829
62
$3.5M 0.14%
32,600
+1,201
63
$3.44M 0.13%
17,169
-818
64
$3.34M 0.13%
126,267
-3,389
65
$3.27M 0.13%
+84,190
66
$3.14M 0.12%
152,340
-3,690
67
$2.91M 0.11%
102,724
-9,942
68
$2.86M 0.11%
114,494
+1,843
69
$2.43M 0.09%
33,892
-1,515
70
$2.42M 0.09%
+46,570
71
$2.31M 0.09%
39,392
-846
72
$2.2M 0.09%
29,960
+1,881
73
$2.07M 0.08%
+4,719
74
$2.05M 0.08%
102,985
+4,308
75
$1.99M 0.08%
145,212
+2,136
1 2
3
4 5