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
$2.63B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.23M
3
+$4.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$2.7M

Top Sells

1
+$33.5M
2
+$13.2M
3
+$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$653K 0.02%
8,362
-50,539
102
$638K 0.02%
37,631
+1,764
103
$599K 0.02%
9,404
-245
104
$597K 0.02%
11,098
+1,474
105
$563K 0.02%
7,276
-661
106
$488K 0.02%
11,167
+2,722
107
$483K 0.02%
4,330
+233
108
$477K 0.02%
9,066
+875
109
$413K 0.02%
16,223
+717
110
$396K 0.02%
12,132
-125
111
$395K 0.02%
2,080
-120
112
$365K 0.01%
9,080
-5,140
113
$332K 0.01%
+3,068
114
$260K 0.01%
2,463
-2,444
115
$227K 0.01%
+3,642
116
$213K 0.01%
+5,823
117
– –
-70,527
118
– –
-8,764
1 2 3 4
5