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
$2.72B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.2M
3
+$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M

Top Sells

1
+$31M
2
+$11M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.24M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.38M 0.2%
74,430
+4,937
52
$5.31M 0.19%
62,846
+38,993
53
$5.01M 0.18%
+62,442
54
$4.6M 0.17%
242,406
+60,195
55
$4.36M 0.16%
80,180
-32,411
56
$4.1M 0.15%
39,517
+2,608
57
$4.08M 0.15%
+21,843
58
$4M 0.15%
49,091
-3,753
59
$3.87M 0.14%
36,125
-2,023
60
$3.69M 0.14%
+42,289
61
$3.64M 0.13%
123,373
-11,303
62
$3.56M 0.13%
21,875
+3,432
63
$3.56M 0.13%
119,235
-4,660
64
$3.29M 0.12%
13,734
-896
65
$3.11M 0.11%
22,994
+916
66
$2.93M 0.11%
50,967
+50
67
$2.92M 0.11%
12,774
-1,806
68
$2.8M 0.1%
107,150
-10,706
69
$2.73M 0.1%
44,960
-305
70
$2.67M 0.1%
28,230
-8,906
71
$2.57M 0.09%
157,411
+599
72
$2.48M 0.09%
+47,224
73
$2.33M 0.09%
40,501
+23,514
74
$2.27M 0.08%
6,592
-204
75
$2.24M 0.08%
86,632
-6,950
1 2
3
4 5