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
$2.58B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$124M
3
+$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.9M

Top Sells

1
+$5.36M
2
+$3.31M
3
+$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.08%
42,600
-3,474
77
$1.9M 0.07%
6,813
-407
78
$1.75M 0.07%
94,630
-7,251
79
$1.6M 0.06%
19,238
+40
80
$1.59M 0.06%
11,289
-76
81
$1.59M 0.06%
65,514
-22
82
$1.55M 0.06%
14,128
+572
83
$1.49M 0.06%
30,948
+214
84
$1.39M 0.05%
42,750
-3,135
85
$1.21M 0.05%
53,613
+569
86
$1.2M 0.05%
22,171
+1,647
87
$1.16M 0.04%
18,713
-1,446
88
$1.14M 0.04%
38,606
-55,398
89
$1.14M 0.04%
6,096
+184
90
$1.01M 0.04%
14,048
+516
91
$925K 0.04%
4,243
+36
92
$714K 0.03%
34,432
-452
93
$673K 0.03%
19,602
-328
94
$653K 0.03%
16,647
-886
95
$641K 0.02%
8,538
-312
96
$589K 0.02%
23,383
+184
97
$586K 0.02%
15,075
+887
98
$465K 0.02%
4,472
+657
99
$446K 0.02%
2,467
100
$405K 0.02%
7,928
-282
1 2 3
4
5