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
$2.76B
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.3M
3
+$9.24M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.62M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M

Top Sells

1
+$9.88M
2
+$7.31M
3
+$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.08%
+10,827
77
$2.23M 0.08%
20,091
-830
78
$2.21M 0.08%
31,622
+356
79
$2.08M 0.08%
101,446
+6,709
80
$2M 0.07%
73,537
-3,550
81
$1.91M 0.07%
98,962
+7,160
82
$1.84M 0.07%
14,246
-149
83
$1.82M 0.07%
79,958
+4,043
84
$1.75M 0.06%
40,238
+6,080
85
$1.59M 0.06%
67,943
+25,874
86
$1.53M 0.06%
37,928
-621
87
$1.45M 0.05%
6,587
-16
88
$1.37M 0.05%
26,254
-3,536
89
$1.1M 0.04%
48,984
+1,340
90
$936K 0.03%
8,652
+830
91
$889K 0.03%
+18,054
92
$751K 0.03%
12,577
+251
93
$747K 0.03%
12,203
-143
94
$736K 0.03%
57,456
+6,540
95
$718K 0.03%
19,893
+553
96
$716K 0.03%
15,498
-370
97
$694K 0.03%
8,155
+1,721
98
$687K 0.02%
26,825
+7,737
99
$654K 0.02%
10,337
+157
100
$596K 0.02%
4,685
+95
2 3
4
5 6