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
$2.75B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.7M
3
+$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M

Top Sells

1
+$31.5M
2
+$17.6M
3
+$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.09%
9,936
-1,403
77
$2.27M 0.08%
20,921
-419
78
$2.17M 0.08%
31,266
+2,500
79
$2.11M 0.08%
94,737
-1,129
80
$2.07M 0.08%
77,087
-2,485
81
$1.81M 0.07%
75,915
+9,086
82
$1.81M 0.07%
14,395
+338
83
$1.77M 0.06%
91,802
+6,428
84
$1.56M 0.06%
38,549
+2,086
85
$1.56M 0.06%
34,158
+7,296
86
$1.54M 0.06%
29,790
-680
87
$1.45M 0.05%
6,603
-468
88
$1.26M 0.05%
27,095
+1,603
89
$1.12M 0.04%
47,644
+784
90
$1.01M 0.04%
42,069
+15,402
91
$888K 0.03%
50,916
+5,386
92
$839K 0.03%
7,822
+1,440
93
$770K 0.03%
12,346
-1,000
94
$744K 0.03%
15,868
+204
95
$740K 0.03%
12,326
+1,024
96
$714K 0.03%
19,340
-1,513
97
$675K 0.02%
10,180
-1,184
98
$636K 0.02%
21,901
+1,669
99
$600K 0.02%
12,312
+728
100
$598K 0.02%
16,775
+1,562
2 3
4
5 6