SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$58.9M
Cap. Flow %
2.13%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.25M0.08%10,165
+697
+7%
+$154K
$2.15M0.08%99,052
-2,394
-2%
-$52K
$2.12M0.08%31,562
-60
-0.2%
-$4.02K
$2.1M0.08%89,610
+21,667
+32%
+$507K
$2.04M0.07%19,995
-96
-0.5%
-$9.79K
$2.02M0.07%5,450
-427
-7%
-$158K
$1.93M0.07%69,855
-3,682
-5%
-$101K
$1.92M0.07%15,859
+1,613
+11%
+$196K
$1.88M0.07%42,831
+2,593
+6%
+$114K
$1.86M0.07%103,786
+4,824
+5%
+$86.4K
$1.72M0.06%74,667
-5,291
-7%
-$122K
$1.52M0.05%37,943
+15
+0%
+$601
$1.32M0.05%6,591
+4
+0.1%
+$802
$1.32M0.05%25,313
-941
-4%
-$48.9K
$1.18M0.04%32,175 New
+$1.18M
$1.15M0.04%49,989
+1,005
+2%
+$23K
$1.06M0.04%17,855
+10,577
+145%
+$627K
$931K0.03%36,951
+10,126
+38%
+$255K
$916K0.03%9,422
+770
+9%
+$74.8K
$721K0.03%19,986
+93
+0.5%
+$3.36K
$721K0.03%12,661
+84
+0.7%
+$4.78K
$707K0.03%57,407
-49
-0.1%
-$603
$698K0.03%8,309
+154
+2%
+$12.9K
$673K0.02%5,279
+594
+13%
+$75.8K
$662K0.02%10,828
-1,375
-11%
-$84.1K