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
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.48M 0.2%
442,544
+15,425
52
$5.47M 0.2%
389,704
+11,352
53
$5.25M 0.19%
17,123
-689
54
$5.22M 0.19%
55,740
-8,196
55
$4.45M 0.16%
53,243
-136
56
$4.35M 0.16%
69,497
+17,359
57
$4.16M 0.15%
41,240
-30,895
58
$4.15M 0.15%
79,194
+871
59
$4.12M 0.15%
51,467
-162,828
60
$3.75M 0.14%
36,343
+32,854
61
$3.7M 0.13%
118,953
-342
62
$3.51M 0.13%
164,852
-3,696
63
$3.25M 0.12%
12,707
+483
64
$3.24M 0.12%
29,366
+606
65
$3.04M 0.11%
100,875
-3,817
66
$3M 0.11%
49,723
-1,326
67
$2.99M 0.11%
21,271
+529
68
$2.96M 0.11%
108,858
+936
69
$2.92M 0.11%
52,840
-12,865
70
$2.82M 0.1%
26,597
+2,125
71
$2.62M 0.09%
45,038
+1,170
72
$2.51M 0.09%
9,321
+8,432
73
$2.37M 0.09%
189,175
+4,364
74
$2.3M 0.08%
11,455
+628
75
$2.27M 0.08%
39,070
+21,016
1 2
3
4 5