SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+4.92%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$1.89B
(+16%)
Cap. Flow
+$197M
Cap. Flow
% of AUM
10.43%
Top 10 Holdings %
Top 10 Hldgs %
75.64%
Holding
85
New
10
Increased
67
Reduced
4
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
| $409K | 0.02% |
+10,140
| New | +$409K |
|
77
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.89B
| $369K | 0.02% |
+4,663
| New | +$369K |
|
78
Apple
AAPL
$3.45T
| $358K | 0.02% |
2,051
+4
| +0.2% | +$698 |
|
79
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
| $281K | 0.01% |
+4,145
| New | +$281K |
|
80
Vanguard Real Estate ETF
VNQ
$34.6B
| $267K | 0.01% |
2,772
+419
| +18% | +$40.4K |
|
81
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $210K | 0.01% |
+2,538
| New | +$210K |
|
82
iShares US Medical Devices ETF
IHI
$4.33B
| – | – |
-1,650
| Closed | -$545K |
|
83
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| – | – |
-15,277
| Closed | -$1.99M |
|
84
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| – | – |
-17,152
| Closed | -$650K |
|
85
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| – | – |
-3,417
| Closed | -$236K |
|