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
$2.75B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.7M
3
+$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M

Top Sells

1
+$31.5M
2
+$17.6M
3
+$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.21%
76,969
+410
52
$5.79M 0.21%
60,147
-633
53
$5.68M 0.21%
374,242
+15,555
54
$5.61M 0.2%
18,765
-318
55
$5.48M 0.2%
31,514
+4,349
56
$5.01M 0.18%
+42,779
57
$4.46M 0.16%
22,707
+2
58
$4.24M 0.15%
50,341
-207
59
$3.8M 0.14%
120,352
+2,017
60
$3.67M 0.13%
44,481
-79,024
61
$3.66M 0.13%
58,542
+15,102
62
$3.56M 0.13%
66,452
+16,424
63
$3.33M 0.12%
12,712
-1,031
64
$3.29M 0.12%
109,860
-3,534
65
$3.19M 0.12%
21,117
-1,545
66
$3.15M 0.11%
50,298
-2,982
67
$3.13M 0.11%
106,806
-3,200
68
$3M 0.11%
146,777
+61,928
69
$2.99M 0.11%
27,269
-8,601
70
$2.84M 0.1%
45,545
-793
71
$2.69M 0.1%
24,764
-28,611
72
$2.58M 0.09%
178,420
+10,641
73
$2.51M 0.09%
25,471
-5,358
74
$2.48M 0.09%
6,474
+54
75
$2.45M 0.09%
36,256
+12,865
1 2
3
4 5