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
$2.72B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.2M
3
+$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M

Top Sells

1
+$31M
2
+$11M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.24M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.08%
49,958
-18,024
77
$2.08M 0.08%
35,759
-13,392
78
$2.05M 0.08%
20,351
-85
79
$1.99M 0.07%
+57,060
80
$1.93M 0.07%
99,118
+2,911
81
$1.91M 0.07%
26,171
+9,022
82
$1.9M 0.07%
16,561
-15,420
83
$1.75M 0.06%
88,519
+4,430
84
$1.75M 0.06%
26,968
+3,669
85
$1.74M 0.06%
+15,834
86
$1.69M 0.06%
+14,727
87
$1.69M 0.06%
78,260
+2,758
88
$1.63M 0.06%
31,979
-2,707
89
$1.5M 0.06%
+8,008
90
$1.49M 0.05%
29,451
-14,130
91
$1.46M 0.05%
6,961
+321
92
$1.4M 0.05%
61,018
+2,888
93
$1.35M 0.05%
35,102
-1,809
94
$1.29M 0.05%
2,471
-1,799
95
$1.19M 0.04%
10,959
-14,636
96
$1.12M 0.04%
4,469
+255
97
$1.06M 0.04%
46,586
+11,102
98
$929K 0.03%
21,636
+3,231
99
$899K 0.03%
42,732
+3,480
100
$820K 0.03%
10,358
-11,021
2 3
4
5 6