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
$2.72B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.2M
3
+$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M

Top Sells

1
+$31M
2
+$11M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.24M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$758K 0.03%
16,293
-6,345
102
$694K 0.03%
11,961
+863
103
$681K 0.03%
19,069
+204
104
$674K 0.02%
15,549
-746
105
$640K 0.02%
9,761
+6,119
106
$604K 0.02%
37,301
-330
107
$601K 0.02%
10,470
+1,404
108
$563K 0.02%
8,817
-587
109
$547K 0.02%
7,041
-235
110
$506K 0.02%
11,085
-82
111
$491K 0.02%
18,929
+2,706
112
$484K 0.02%
14,022
+1,890
113
$473K 0.02%
3,911
-419
114
$418K 0.02%
+5,239
115
$389K 0.01%
2,080
116
$370K 0.01%
3,524
+456
117
$345K 0.01%
3,357
-58,016
118
$325K 0.01%
+7,823
119
$270K 0.01%
6,581
-2,499
120
$263K 0.01%
6,834
+1,011
121
$252K 0.01%
2,410
-53
122
$245K 0.01%
+4,778
123
$233K 0.01%
+3,382
124
$231K 0.01%
+11,284
125
$230K 0.01%
+10,991
2 3 4
5
6