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
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.33M
3
+$5.85M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.96M

Top Sells

1
+$11.7M
2
+$7.95M
3
+$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.01%
5,755
+76
102
$281K 0.01%
+4,867
103
$276K 0.01%
+8,193
104
$275K 0.01%
2,649
+39
105
$266K 0.01%
2,592
-24
106
$243K 0.01%
4,038
+32
107
– –
-6,217
1 2 3 4
5