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
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.08%
30,734
+4,835
77
$1.26M 0.07%
20,159
-1,224
78
$1.22M 0.07%
53,044
+19,432
79
$1.06M 0.06%
20,524
+3,753
80
$1.05M 0.06%
5,912
+477
81
$973K 0.05%
13,532
+2,351
82
$887K 0.05%
4,207
+239
83
$744K 0.04%
34,884
-1,084
84
$693K 0.04%
19,930
+238
85
$692K 0.04%
+17,533
86
$672K 0.04%
8,850
-318
87
$586K 0.03%
23,199
-961
88
$529K 0.03%
14,188
+331
89
$435K 0.02%
2,467
+420
90
$410K 0.02%
8,210
+4,172
91
$399K 0.02%
3,815
-1,804
92
$350K 0.02%
11,410
+1,822
93
$336K 0.02%
7,023
+1,268
94
$329K 0.02%
13,562
+2,524
95
$282K 0.02%
+2,673
96
$265K 0.01%
2,421
-171
97
$264K 0.01%
2,820
+171
98
– –
-62,769
99
– –
-8,193
100
– –
-267,900
1 2 3
4
5