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
$2.58B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$124M
3
+$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.9M

Top Sells

1
+$5.36M
2
+$3.31M
3
+$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.02%
7,869
+846
102
$370K 0.01%
3,514
+841
103
$369K 0.01%
12,059
+649
104
$363K 0.01%
14,938
+1,376
105
$259K 0.01%
2,764
-56
106
– –
-2,421
1 2 3 4
5