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
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.33M
3
+$5.85M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.96M

Top Sells

1
+$11.7M
2
+$7.95M
3
+$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.07%
+43,916
77
$1.3M 0.06%
21,383
+1,374
78
$1.3M 0.06%
18,334
-52,547
79
$1.23M 0.06%
55,738
-19,724
80
$1.22M 0.06%
11,181
+880
81
$1.17M 0.06%
10,838
-111
82
$951K 0.05%
31,664
-2,848
83
$948K 0.05%
5,435
+289
84
$921K 0.05%
+20,473
85
$859K 0.04%
16,771
+150
86
$809K 0.04%
3,968
+122
87
$769K 0.04%
35,968
-1,883
88
$761K 0.04%
+9,412
89
$747K 0.04%
+4,311
90
$706K 0.04%
22,626
+1,807
91
$680K 0.03%
9,168
-1,184
92
$664K 0.03%
19,692
+1,373
93
$604K 0.03%
13,857
+157
94
$535K 0.03%
5,619
-14
95
$522K 0.03%
25,899
+9,486
96
$411K 0.02%
3,905
-872
97
$405K 0.02%
33,612
+2,406
98
$366K 0.02%
2,047
99
$288K 0.01%
9,588
-154
100
$286K 0.01%
11,038
-20
1 2 3
4
5