SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+3.57%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.14B
AUM Growth
+$2.14B
(+7.3%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
72.37%
Holding
83
New
3
Increased
66
Reduced
13
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 ETF
IWM
$67B
| $884K | 0.04% |
3,973
+171
| +4% | +$38K |
|
77
iShares ESG Advanced MSCI EAFE ETF
DMXF
$822M
| $677K | 0.03% |
9,979
+3,001
| +43% | +$204K |
|
78
Schwab Fundamental US Large Company Index ETF
FNDX
$19.8B
| $541K | 0.03% |
+75,482
| New | +$541K |
|
79
Apple
AAPL
$3.45T
| $403K | 0.02% |
2,257
+102
| +5% | +$18.2K |
|
80
Vanguard Real Estate ETF
VNQ
$34.6B
| $257K | 0.01% |
2,624
+99
| +4% | +$9.7K |
|
81
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $252K | 0.01% |
9,848
-3,526
| -26% | -$90.2K |
|
82
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $250K | 0.01% |
+2,715
| New | +$250K |
|
83
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
| – | – |
-35,001
| Closed | -$6.15M |
|