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
$2.76B
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.3M
3
+$9.24M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.62M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M

Top Sells

1
+$9.88M
2
+$7.31M
3
+$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.21%
84,598
+7,629
52
$5.68M 0.21%
33,649
+2,135
53
$5.58M 0.2%
17,812
-953
54
$5.58M 0.2%
378,352
+4,110
55
$5.4M 0.2%
427,119
+31,979
56
$5.39M 0.2%
56,404
-25,324
57
$4.51M 0.16%
23,642
+935
58
$4.42M 0.16%
53,379
+3,038
59
$4.07M 0.15%
78,323
+11,871
60
$3.65M 0.13%
65,705
+7,163
61
$3.54M 0.13%
52,138
+15,882
62
$3.43M 0.12%
119,295
-1,057
63
$3.34M 0.12%
20,742
-375
64
$3.32M 0.12%
168,548
+21,771
65
$3.31M 0.12%
12,224
-488
66
$3.28M 0.12%
51,049
+751
67
$3.15M 0.11%
104,692
-5,168
68
$3.06M 0.11%
28,760
+1,491
69
$2.89M 0.1%
107,922
+1,116
70
$2.73M 0.1%
43,868
-1,677
71
$2.61M 0.09%
24,472
-292
72
$2.44M 0.09%
184,811
+6,391
73
$2.43M 0.09%
5,877
-597
74
$2.36M 0.09%
26,934
+1,463
75
$2.27M 0.08%
9,468
-468
1 2
3
4 5