SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
1-Year Return
10.52%
This Quarter Return
+2.8%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$246M
(+18%)
Cap. Flow
+$206M
Cap. Flow
% of AUM
12.65%
Top 10 Holdings %
Top 10 Hldgs %
76.38%
Holding
81
New
9
Increased
56
Reduced
9
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| – | – |
-2,776
| Closed | -$333K |
|
77
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
| – | – |
-14,995
| Closed | -$1.04M |
|
78
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.48B
| – | – |
-16,044
| Closed | -$890K |
|
79
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| – | – |
-30,123
| Closed | -$1.37M |
|
80
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| – | – |
-1,954
| Closed | -$310K |
|
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| – | – |
-278,889
| Closed | -$23.2M |
|