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
$2.75B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.7M
3
+$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M

Top Sells

1
+$31.5M
2
+$17.6M
3
+$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$596K 0.02%
42,830
-23
102
$586K 0.02%
4,590
+175
103
$537K 0.02%
6,434
+170
104
$534K 0.02%
6,641
-205
105
$500K 0.02%
19,088
+7,374
106
$370K 0.01%
3,369
+25
107
$347K 0.01%
6,675
+2,104
108
$343K 0.01%
4,590
+1,417
109
$341K 0.01%
4,618
+482
110
$338K 0.01%
1,780
-300
111
$325K 0.01%
8,113
+691
112
$263K 0.01%
6,149
-2,314
113
$249K 0.01%
+9,890
114
$247K 0.01%
+5,014
115
$239K 0.01%
869
+1
116
$228K 0.01%
+2,704
117
$223K 0.01%
+2,454
118
$219K 0.01%
+4,055
119
– –
-34,514
120
– –
-21,928
121
– –
-14,582
122
– –
-1,019
123
– –
-19,425
124
– –
-491,445
125
– –
-9,886
2 3 4
5
6