SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B
This Quarter Return
-0.59%
1 Year Return
+3.94%
3 Year Return
+7.79%
5 Year Return
+51.24%
10 Year Return
–
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$39M
Cap. Flow %
1.41%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6

Top Buys

1
$18.4M
2
$7.73M
3
$6.94M
4
$5.71M
5
$4.18M

Top Sells

1
$13M
2
$9.24M
3
$6.81M
4
$4.35M
5
$3.12M

Sector Composition

1Technology0.01%
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
1 23456