SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-12.5%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.93B
AUM Growth
+$1.93B
(-7.3%)
Cap. Flow
+$59.9M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
67.63%
Holding
101
New
15
Increased
46
Reduced
33
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
| – | – |
-10,649
| Closed | -$1.99M |
|