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
$1.63B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$23.2M
3
+$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

1
+$23.2M
2
+$21.6M
3
+$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,776
77
– –
-14,995
78
– –
-16,044
79
– –
-30,123
80
– –
-1,954
81
– –
-278,889
1 2 3
4