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
$2.63B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.23M
3
+$4.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$2.7M

Top Sells

1
+$33.5M
2
+$13.2M
3
+$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.2%
55,424
+1,528
52
$5.18M 0.2%
69,493
+2,259
53
$4.56M 0.17%
+26,029
54
$4.34M 0.16%
85,937
-2,692
55
$4.32M 0.16%
52,844
+1,648
56
$4.09M 0.16%
38,148
-4,754
57
$3.88M 0.15%
134,676
-9,817
58
$3.67M 0.14%
37,136
+3,399
59
$3.61M 0.14%
21,416
-15,880
60
$3.57M 0.14%
36,909
-16,725
61
$3.47M 0.13%
123,895
+1,529
62
$3.36M 0.13%
31,981
+3,018
63
$3.21M 0.12%
182,211
+24,876
64
$3.19M 0.12%
14,630
-1,863
65
$3.19M 0.12%
+43,457
66
$3.14M 0.12%
117,856
+7,278
67
$3.11M 0.12%
14,580
-2,303
68
$2.87M 0.11%
67,982
-17,009
69
$2.87M 0.11%
49,151
-42,394
70
$2.83M 0.11%
25,595
+7,537
71
$2.76M 0.1%
18,443
+7,416
72
$2.71M 0.1%
156,812
+5,062
73
$2.71M 0.1%
22,078
+7,288
74
$2.66M 0.1%
50,917
+9,892
75
$2.51M 0.1%
45,265
-18,240
1 2
3
4 5