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
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$658K 0.02%
10,278
-59
102
$643K 0.02%
13,556
+5,410
103
$627K 0.02%
17,789
+174
104
$610K 0.02%
13,097
-567
105
$609K 0.02%
22,827
+64
106
$557K 0.02%
47,622
+3,408
107
$521K 0.02%
11,068
+53
108
$503K 0.02%
6,801
+1,430
109
$496K 0.02%
+18,526
110
$473K 0.02%
5,998
-228
111
$470K 0.02%
6,457
+717
112
$384K 0.01%
+7,771
113
$338K 0.01%
1,780
114
$321K 0.01%
+3,251
115
$318K 0.01%
12,270
+451
116
$311K 0.01%
8,384
+57
117
$295K 0.01%
3,356
+660
118
$264K 0.01%
6,867
+803
119
$251K 0.01%
5,154
+364
120
$237K 0.01%
8,268
+1,477
121
$229K 0.01%
+7,253
122
$218K 0.01%
+8,601
123
$215K 0.01%
+1,886
124
$214K 0.01%
+6,790
125
$208K 0.01%
10,642
+183
2 3 4
5
6