SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+8.83%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
(+5.6%)
Cap. Flow
-$63.1M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
61.43%
Holding
118
New
10
Increased
57
Reduced
49
Closed
2
Top Buys
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$6.33M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$6.23M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$4.56M |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$3.19M |
| 5 |
iShares ESG Advanced MSCI USA ETF
USXF
|
$2.7M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$33.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.51M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$8.15M |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
$7.29M |
Sector Composition
| 1 | Technology | 0.02% |
