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
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.08%
10,165
+697
77
$2.15M 0.08%
99,052
-2,394
78
$2.12M 0.08%
31,562
-60
79
$2.1M 0.08%
89,610
+21,667
80
$2.04M 0.07%
19,995
-96
81
$2.02M 0.07%
5,450
-427
82
$1.93M 0.07%
69,855
-3,682
83
$1.92M 0.07%
15,859
+1,613
84
$1.88M 0.07%
42,831
+2,593
85
$1.86M 0.07%
103,786
+4,824
86
$1.72M 0.06%
74,667
-5,291
87
$1.52M 0.05%
37,943
+15
88
$1.32M 0.05%
6,591
+4
89
$1.32M 0.05%
25,313
-941
90
$1.18M 0.04%
+32,175
91
$1.15M 0.04%
49,989
+1,005
92
$1.06M 0.04%
17,855
+10,577
93
$931K 0.03%
36,951
+10,126
94
$916K 0.03%
9,422
+770
95
$721K 0.03%
19,986
+93
96
$721K 0.03%
12,661
+84
97
$707K 0.03%
57,407
-49
98
$698K 0.03%
8,309
+154
99
$673K 0.02%
5,279
+594
100
$662K 0.02%
10,828
-1,375
2 3
4
5 6