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
126
$222K 0.01%
+11,554
127
$202K 0.01%
+7,508
128
– –
-8,362
129
– –
-85,937
130
– –
-133,642
131
– –
-21,416
132
– –
-43,457
133
– –
-9,940
2 3 4 5
6