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
$1.99B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$31.6M
3
+$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$18.6M

Top Sells

1
+$62.2M
2
+$36.8M
3
+$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.73M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.03%
5,105
+727
77
$473K 0.02%
6,978
+2,833
78
$380K 0.02%
2,155
+104
79
$347K 0.02%
13,374
-3,784
80
$243K 0.01%
2,525
-247
81
– –
-58,453
82
– –
-35,327
83
– –
-2,538
1 2 3
4