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
$2.63B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.23M
3
+$4.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$2.7M

Top Sells

1
+$33.5M
2
+$13.2M
3
+$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.09%
93,582
-6,359
77
$2.22M 0.08%
+9,940
78
$2.21M 0.08%
43,581
-40,028
79
$2.11M 0.08%
6,796
+222
80
$2.03M 0.08%
4,270
-966
81
$1.86M 0.07%
20,436
+2,909
82
$1.84M 0.07%
96,207
+727
83
$1.79M 0.07%
23,853
+873
84
$1.75M 0.07%
34,686
-2,425
85
$1.7M 0.06%
75,502
+9,124
86
$1.63M 0.06%
84,089
-13,556
87
$1.6M 0.06%
21,379
-10,465
88
$1.37M 0.05%
23,299
+621
89
$1.35M 0.05%
58,130
+10,519
90
$1.33M 0.05%
6,640
+364
91
$1.3M 0.05%
36,911
-5,684
92
$1.12M 0.04%
17,149
-73,613
93
$1.06M 0.04%
22,638
-16,529
94
$980K 0.04%
4,214
-198
95
$956K 0.04%
39,252
+3,166
96
$941K 0.04%
+16,987
97
$818K 0.03%
35,484
-53,321
98
$720K 0.03%
+18,405
99
$671K 0.03%
18,865
-105
100
$656K 0.02%
16,295
+1,461
1 2 3
4
5